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 | $11,808 | $48,795-75.8% | $65,493-82.0% | $84,808-86.1% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 65.22% | 20.20%+45.0pp | 982.45%-917.2pp | 40.90%+24.3pp |
| Employer contribution / active EE | $1,509 | $1,930-21.8% | $2,574-41.4% | $2,631-42.6% |
| Participant deferral / active EE | $2,713 | $2,928-7.4% | $3,961-31.5% | $4,212-35.6% |
| Admin fee / account holder | $499 | $3,877-87.1% | $5,028-90.1% | $7,344-93.2% |