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 | $17,817 | $72,071-75.3% | $68,368-73.9% | $137,256-87.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 22.64% | 353.14%-330.5pp | 292.57%-269.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,297 | $2,788-17.6% | $2,649-13.3% | $4,156-44.7% |
| Participant deferral / active EE | $4,478 | $4,410+1.5% | $4,123+8.6% | $6,407-30.1% |
| Admin fee / account holder | $1,526 | $5,336-71.4% | $5,150-70.4% | $12,270-87.6% |