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 | $5,642 | $101,618-94.4% | $93,063-93.9% | $137,256-95.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 17.23% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,623 | $2,707-40.1% | $2,476-34.5% | $4,156-61.0% |
| Participant deferral / active EE | $1,149 | $4,279-73.2% | $3,958-71.0% | $6,407-82.1% |
| Admin fee / account holder | $867 | $6,198-86.0% | $6,033-85.6% | $12,270-92.9% |