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 | $10,634 | $74,888-85.8% | $71,209-85.1% | $142,382-92.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 22.60% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,900 | $2,854-33.5% | $2,721-30.2% | $4,299-55.8% |
| Participant deferral / active EE | $3,831 | $4,454-14.0% | $4,175-8.2% | $6,507-41.1% |
| Admin fee / account holder | $477 | $5,568-91.4% | $5,349-91.1% | $12,624-96.2% |