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 | $16,100 | $64,839-75.2% | $95,585-83.2% | $84,808-81.0% |
| Participation rate | 87.8% | 63.8%+24.0pp | 72.1%+15.8pp | 68.3%+19.5pp |
| Annual return | 22.07% | -670.96%+693.0pp | 38.56%-16.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,241 | $1,759+27.4% | $2,527-11.3% | $2,631-14.8% |
| Participant deferral / active EE | $4,018 | $2,965+35.5% | $4,023-0.1% | $4,212-4.6% |
| Admin fee / account holder | $820 | $5,964-86.2% | $6,127-86.6% | $7,344-88.8% |