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 4-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 | $18,661 | $72,400-74.2% | $67,502-72.4% | $145,922-87.2% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 14.64% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $690 | $3,069-77.5% | $2,731-74.7% | $4,660-85.2% |
| Participant deferral / active EE | $4,267 | $4,783-10.8% | $4,000+6.7% | $6,688-36.2% |
| Admin fee / account holder | $2,127 | $5,539-61.6% | $3,998-46.8% | $13,397-84.1% |