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 6-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 | $63,175 | $158,398-60.1% | $126,539-50.1% | $142,382-55.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.53% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $179 | $4,650-96.2% | $3,674-95.1% | $4,299-95.8% |
| Participant deferral / active EE | $14,174 | $4,767+197.3% | $4,083+247.2% | $6,507+117.8% |
| Admin fee / account holder | $1,508 | $6,918-78.2% | $6,065-75.1% | $12,624-88.1% |