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 | $15,650 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 11.43% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,305 | $4,810-72.9% | $4,305-69.7% | $4,299-69.6% |
| Participant deferral / active EE | $4,156 | $6,272-33.7% | $5,540-25.0% | $6,507-36.1% |
| Admin fee / account holder | $3,499 | $16,786-79.2% | $14,329-75.6% | $12,624-72.3% |