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 4-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 | $19,172 | $74,888-74.4% | $71,209-73.1% | $142,382-86.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 20.32% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,575 | $2,854-44.8% | $2,721-42.1% | $4,299-63.4% |
| Participant deferral / active EE | $1,831 | $4,454-58.9% | $4,175-56.1% | $6,507-71.9% |
| Admin fee / account holder | $1,118 | $5,568-79.9% | $5,349-79.1% | $12,624-91.1% |