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 | $20,990 | $111,754-81.2% | $103,333-79.7% | $145,922-85.6% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 18.05% | 24.77%-6.7pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $5,610 | $4,212+33.2% | $3,868+45.0% | $4,660+20.4% |
| Participant deferral / active EE | $7,927 | $5,619+41.1% | $5,057+56.7% | $6,688+18.5% |
| Admin fee / account holder | $873 | $9,750-91.0% | $8,355-89.5% | $13,397-93.5% |