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 6-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 | $18,719 | $104,974-82.2% | $95,585-80.4% | $142,382-86.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 87.32% | 210.33%-123.0pp | 38.56%+48.8pp | 217.08%-129.8pp |
| Employer contribution / active EE | $1,294 | $2,779-53.4% | $2,527-48.8% | $4,299-69.9% |
| Participant deferral / active EE | $3,810 | $4,352-12.4% | $4,023-5.3% | $6,507-41.4% |
| Admin fee / account holder | $2,356 | $6,386-63.1% | $6,127-61.6% | $12,624-81.3% |