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 | $13,192 | $70,756-81.4% | $65,493-79.9% | $142,382-90.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 15.88% | 1754.89%-1739.0pp | 982.45%-966.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,101 | $2,881-61.8% | $2,574-57.2% | $4,299-74.4% |
| Participant deferral / active EE | $2,056 | $4,637-55.7% | $3,961-48.1% | $6,507-68.4% |
| Admin fee / account holder | $2,182 | $6,559-66.7% | $5,028-56.6% | $12,624-82.7% |