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 | $19,033 | $104,974-81.9% | $95,585-80.1% | $142,382-86.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 27.08% | 210.33%-183.3pp | 38.56%-11.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,821 | $2,779+73.5% | $2,527+90.8% | $4,299+12.1% |
| Participant deferral / active EE | $4,821 | $4,352+10.8% | $4,023+19.9% | $6,507-25.9% |
| Admin fee / account holder | $2,640 | $6,386-58.7% | $6,127-56.9% | $12,624-79.1% |