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 | $19,293 | $114,381-83.1% | $107,525-82.1% | $142,382-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,262 | $4,015-18.7% | $3,754-13.1% | $4,299-24.1% |
| Participant deferral / active EE | $5,065 | $5,564-9.0% | $5,116-1.0% | $6,507-22.2% |
| Admin fee / account holder | $4,870 | $9,860-50.6% | $8,919-45.4% | $12,624-61.4% |