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 | $13,873 | $114,381-87.9% | $107,525-87.1% | $142,382-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.44% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,612 | $4,015-34.9% | $3,754-30.4% | $4,299-39.2% |
| Participant deferral / active EE | $3,628 | $5,564-34.8% | $5,116-29.1% | $6,507-44.2% |
| Admin fee / account holder | $2,527 | $9,860-74.4% | $8,919-71.7% | $12,624-80.0% |