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 6-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 | $10,683 | $72,071-85.2% | $68,368-84.4% | $137,256-92.2% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 19.65% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,649 | $2,788-40.8% | $2,649-37.7% | $4,156-60.3% |
| Participant deferral / active EE | $1,926 | $4,410-56.3% | $4,123-53.3% | $6,407-69.9% |
| Admin fee / account holder | $716 | $5,336-86.6% | $5,150-86.1% | $12,270-94.2% |