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 | $18,163 | $74,888-75.7% | $71,209-74.5% | $142,382-87.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 22.94% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,035 | $2,854-28.7% | $2,721-25.2% | $4,299-52.7% |
| Participant deferral / active EE | $2,508 | $4,454-43.7% | $4,175-39.9% | $6,507-61.5% |
| Admin fee / account holder | $1,007 | $5,568-81.9% | $5,349-81.2% | $12,624-92.0% |