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 | $19,992 | $48,795-59.0% | $65,493-69.5% | $84,808-76.4% |
| Participation rate | 71.4% | 67.0%+4.4pp | 73.1%-1.7pp | 68.3%+3.1pp |
| Annual return | 32.58% | 20.20%+12.4pp | 982.45%-949.9pp | 40.90%-8.3pp |
| Employer contribution / active EE | $1,326 | $1,930-31.3% | $2,574-48.5% | $2,631-49.6% |
| Participant deferral / active EE | $2,597 | $2,928-11.3% | $3,961-34.4% | $4,212-38.3% |
| Admin fee / account holder | $361 | $3,877-90.7% | $5,028-92.8% | $7,344-95.1% |