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 7-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 | $13,658 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.33% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,887 | $2,788-32.3% | $2,649-28.7% | $4,156-54.6% |
| Participant deferral / active EE | $2,872 | $4,410-34.9% | $4,123-30.3% | $6,407-55.2% |
| Admin fee / account holder | $2,113 | $5,336-60.4% | $5,150-59.0% | $12,270-82.8% |