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 | $19,685 | $150,187-86.9% | $120,354-83.6% | $145,922-86.5% |
| Participation rate | 93.3% | 78.8%+14.6pp | 71.9%+21.4pp | 80.3%+13.1pp |
| Annual return | 87.54% | 154.07%-66.5pp | 107.15%-19.6pp | 561.29%-473.8pp |
| Employer contribution / active EE | $2,196 | $4,348-49.5% | $3,463-36.6% | $4,660-52.9% |
| Participant deferral / active EE | $4,122 | $6,173-33.2% | $4,991-17.4% | $6,688-38.4% |
| Admin fee / account holder | $1,570 | $12,207-87.1% | $9,423-83.3% | $13,397-88.3% |