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 | $18,518 | $88,751-79.1% | $81,812-77.4% | $145,922-87.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 17.09% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,964 | $3,083-3.9% | $2,912+1.8% | $4,660-36.4% |
| Participant deferral / active EE | $3,855 | $4,643-17.0% | $4,319-10.7% | $6,688-42.4% |
| Admin fee / account holder | $369 | $8,415-95.6% | $7,386-95.0% | $13,397-97.2% |