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 | $19,009 | $114,381-83.4% | $107,525-82.3% | $142,382-86.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 56.54% | 242.71%-186.2pp | 181.32%-124.8pp | 217.08%-160.5pp |
| Employer contribution / active EE | $2,588 | $4,015-35.5% | $3,754-31.0% | $4,299-39.8% |
| Participant deferral / active EE | $3,985 | $5,564-28.4% | $5,116-22.1% | $6,507-38.8% |
| Admin fee / account holder | $2,466 | $9,860-75.0% | $8,919-72.4% | $12,624-80.5% |