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 | $22,248 | $65,561-66.1% | $86,188-74.2% | $75,163-70.4% |
| Participation rate | 71.0% | 60.5%+10.5pp | 69.0%+2.0pp | 67.2%+3.8pp |
| Annual return | 24.22% | 46.05%-21.8pp | 1168.45%-1144.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,082 | $1,553+34.1% | $2,380-12.5% | $2,670-22.0% |
| Participant deferral / active EE | $4,276 | $3,024+41.4% | $3,985+7.3% | $4,125+3.7% |
| Admin fee / account holder | $1,366 | $5,474-75.0% | $6,852-80.1% | $5,651-75.8% |