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 | $72,071-73.4% | $68,368-72.0% | $137,256-86.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 20.32% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,575 | $2,788-43.5% | $2,649-40.5% | $4,156-62.1% |
| Participant deferral / active EE | $1,831 | $4,410-58.5% | $4,123-55.6% | $6,407-71.4% |
| Admin fee / account holder | $1,118 | $5,336-79.0% | $5,150-78.3% | $12,270-90.9% |