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 | $20,665 | $54,705-62.2% | $71,209-71.0% | $84,808-75.6% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 20.99% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,511 | $2,158+16.4% | $2,721-7.7% | $2,631-4.5% |
| Participant deferral / active EE | $5,268 | $3,030+73.8% | $4,175+26.2% | $4,212+25.1% |
| Admin fee / account holder | $1,509 | $4,863-69.0% | $5,349-71.8% | $7,344-79.4% |