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 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 57.63% | 353.14%-295.5pp | 292.57%-234.9pp | 220.34%-162.7pp |
| Employer contribution / active EE | $1,953 | $2,788-29.9% | $2,649-26.3% | $4,156-53.0% |
| Participant deferral / active EE | $2,614 | $4,410-40.7% | $4,123-36.6% | $6,407-59.2% |
| Admin fee / account holder | $1,129 | $5,336-78.8% | $5,150-78.1% | $12,270-90.8% |