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 | $28,554 | $74,888-61.9% | $71,209-59.9% | $142,382-79.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.44% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,399 | $2,854-51.0% | $2,721-48.6% | $4,299-67.5% |
| Participant deferral / active EE | $5,635 | $4,454+26.5% | $4,175+35.0% | $6,507-13.4% |
| Admin fee / account holder | $402 | $5,568-92.8% | $5,349-92.5% | $12,624-96.8% |