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 5-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 | $18,210 | $74,888-75.7% | $71,209-74.4% | $142,382-87.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 22.37% | 345.14%-322.8pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,910 | $2,854-33.1% | $2,721-29.8% | $4,299-55.6% |
| Participant deferral / active EE | $2,770 | $4,454-37.8% | $4,175-33.6% | $6,507-57.4% |
| Admin fee / account holder | $2,000 | $5,568-64.1% | $5,349-62.6% | $12,624-84.2% |