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 | $72,071-74.8% | $68,368-73.4% | $137,256-86.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 22.94% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,035 | $2,788-27.0% | $2,649-23.2% | $4,156-51.0% |
| Participant deferral / active EE | $2,508 | $4,410-43.1% | $4,123-39.2% | $6,407-60.9% |
| Admin fee / account holder | $1,007 | $5,336-81.1% | $5,150-80.5% | $12,270-91.8% |