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 | $13,031 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.0%-2.8pp | 80.0%-7.7pp |
| Annual return | 26.24% | 237.85%-211.6pp | 180.65%-154.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,955 | $3,939-50.4% | $3,689-47.0% | $4,156-53.0% |
| Participant deferral / active EE | $2,840 | $5,500-48.4% | $5,072-44.0% | $6,407-55.7% |
| Admin fee / account holder | $857 | $9,721-91.2% | $8,859-90.3% | $12,270-93.0% |