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 | $40,692 | $111,535-63.5% | $105,223-61.3% | $137,256-70.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.73% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,751 | $3,939-55.6% | $3,689-52.5% | $4,156-57.9% |
| Participant deferral / active EE | $4,456 | $5,500-19.0% | $5,072-12.1% | $6,407-30.5% |
| Admin fee / account holder | $582 | $9,721-94.0% | $8,859-93.4% | $12,270-95.3% |