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 | $17,224 | $102,604-83.2% | $86,188-80.0% | $139,434-87.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 22.66% | 1922.51%-1899.9pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,523 | $3,032-16.8% | $2,380+6.0% | $4,751-46.9% |
| Participant deferral / active EE | $3,566 | $4,676-23.7% | $3,985-10.5% | $6,710-46.9% |
| Admin fee / account holder | $1,270 | $8,657-85.3% | $6,852-81.5% | $11,403-88.9% |