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 4-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 | $20,268 | $99,877-79.7% | $84,966-76.1% | $145,922-86.1% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 26.25% | 83.76%-57.5pp | 66.38%-40.1pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,166 | $3,231-33.0% | $2,727-20.6% | $4,660-53.5% |
| Participant deferral / active EE | $3,264 | $5,291-38.3% | $4,519-27.8% | $6,688-51.2% |
| Admin fee / account holder | $2,241 | $7,248-69.1% | $6,149-63.6% | $13,397-83.3% |