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 | $20,151 | $74,888-73.1% | $71,209-71.7% | $142,382-85.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 57.63% | 345.14%-287.5pp | 282.51%-224.9pp | 217.08%-159.4pp |
| Employer contribution / active EE | $1,953 | $2,854-31.6% | $2,721-28.2% | $4,299-54.6% |
| Participant deferral / active EE | $2,614 | $4,454-41.3% | $4,175-37.4% | $6,507-59.8% |
| Admin fee / account holder | $1,129 | $5,568-79.7% | $5,349-78.9% | $12,624-91.1% |