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 | $18,817 | $58,208-67.7% | $81,812-77.0% | $80,856-76.7% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 41.52% | 41.66%-0.1pp | 773.79%-732.3pp | 35.59%+5.9pp |
| Employer contribution / active EE | $1,989 | $2,340-15.0% | $2,912-31.7% | $2,755-27.8% |
| Participant deferral / active EE | $2,201 | $3,281-32.9% | $4,319-49.0% | $4,296-48.8% |
| Admin fee / account holder | $1,267 | $4,981-74.6% | $7,386-82.8% | $6,918-81.7% |