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 4-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 | $18,201 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,625 | $4,961-47.1% | $4,693-44.1% | $4,299-38.9% |
| Participant deferral / active EE | $3,981 | $8,310-52.1% | $7,997-50.2% | $6,507-38.8% |
| Admin fee / account holder | $2,822 | $14,846-81.0% | $13,435-79.0% | $12,624-77.6% |