See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,147 | $106,584-77.3% | $101,326-76.2% | $142,382-83.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 73.76% | 36.93%+36.8pp | 36.82%+36.9pp | 217.08%-143.3pp |
| Employer contribution / active EE | $105 | $3,956-97.3% | $3,665-97.1% | $4,299-97.6% |
| Participant deferral / active EE | $11,036 | $8,297+33.0% | $7,994+38.1% | $6,507+69.6% |
| Admin fee / account holder | $4,084 | $11,446-64.3% | $11,185-63.5% | $12,624-67.7% |