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 | $22,873 | $48,795-53.1% | $65,493-65.1% | $84,808-73.0% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 19.45% | 20.20%-0.8pp | 982.45%-963.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,742 | $1,930-9.7% | $2,574-32.3% | $2,631-33.8% |
| Participant deferral / active EE | $3,851 | $2,928+31.5% | $3,961-2.8% | $4,212-8.6% |
| Admin fee / account holder | $1,084 | $3,877-72.0% | $5,028-78.4% | $7,344-85.2% |