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 | $100,970-76.1% | $96,576-75.0% | $137,256-82.4% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 73.76% | 38.16%+35.6pp | 38.47%+35.3pp | 220.34%-146.6pp |
| Employer contribution / active EE | $105 | $3,809-97.2% | $3,553-97.0% | $4,156-97.5% |
| Participant deferral / active EE | $11,036 | $8,286+33.2% | $7,956+38.7% | $6,407+72.3% |
| Admin fee / account holder | $4,084 | $11,312-63.9% | $11,381-64.1% | $12,270-66.7% |