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 | $24,802 | $99,921-75.2% | $85,009-70.8% | $145,959-83.0% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 21.23% | 83.89%-62.7pp | 66.47%-45.2pp | 561.95%-540.7pp |
| Employer contribution / active EE | $1,554 | $3,233-51.9% | $2,728-43.0% | $4,661-66.7% |
| Participant deferral / active EE | $2,458 | $5,293-53.6% | $4,522-45.7% | $6,689-63.3% |
| Admin fee / account holder | $323 | $7,252-95.5% | $6,153-94.8% | $13,398-97.6% |