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 | $19,282 | $114,381-83.1% | $107,525-82.1% | $142,382-86.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 33.72% | 242.71%-209.0pp | 181.32%-147.6pp | 217.08%-183.4pp |
| Employer contribution / active EE | $1,524 | $4,015-62.0% | $3,754-59.4% | $4,299-64.6% |
| Participant deferral / active EE | $9,489 | $5,564+70.5% | $5,116+85.5% | $6,507+45.8% |
| Admin fee / account holder | $1,052 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |