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 5-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 | $19,934 | $102,604-80.6% | $86,188-76.9% | $139,434-85.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 12.74% | 1922.51%-1909.8pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,999 | $3,032-34.1% | $2,380-16.0% | $4,751-57.9% |
| Participant deferral / active EE | $3,584 | $4,676-23.4% | $3,985-10.1% | $6,710-46.6% |
| Admin fee / account holder | $7,425 | $8,657-14.2% | $6,852+8.4% | $11,403-34.9% |