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 | $22,785 | $158,398-85.6% | $126,539-82.0% | $142,382-84.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 22.95% | 593.76%-570.8pp | 425.95%-403.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,227 | $4,650-52.1% | $3,674-39.4% | $4,299-48.2% |
| Participant deferral / active EE | $1,937 | $4,767-59.4% | $4,083-52.6% | $6,507-70.2% |
| Admin fee / account holder | $406 | $6,918-94.1% | $6,065-93.3% | $12,624-96.8% |