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 | $20,797 | $111,814-81.4% | $93,654-77.8% | $145,959-85.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.10% | 203.30%-189.2pp | 133.34%-119.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,011 | $3,092-67.3% | $2,421-58.2% | $4,661-78.3% |
| Participant deferral / active EE | $4,618 | $4,914-6.0% | $4,413+4.6% | $6,689-31.0% |
| Admin fee / account holder | $691 | $10,246-93.3% | $8,282-91.7% | $13,398-94.8% |