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 | $10,472 | $72,071-85.5% | $68,368-84.7% | $137,256-92.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 23.52% | 353.14%-329.6pp | 292.57%-269.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,559 | $2,788-44.1% | $2,649-41.1% | $4,156-62.5% |
| Participant deferral / active EE | $2,555 | $4,410-42.1% | $4,123-38.0% | $6,407-60.1% |
| Admin fee / account holder | $1,554 | $5,336-70.9% | $5,150-69.8% | $12,270-87.3% |