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 | $16,218 | $100,773-83.9% | $88,946-81.8% | $142,382-88.6% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.8%+12.1pp | 80.1%+0.8pp |
| Annual return | 20.62% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,857 | $2,918-36.3% | $2,555-27.3% | $4,299-56.8% |
| Participant deferral / active EE | $3,568 | $5,230-31.8% | $4,581-22.1% | $6,507-45.2% |
| Admin fee / account holder | $777 | $9,693-92.0% | $8,261-90.6% | $12,624-93.8% |