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 | $32,064 | $117,841-72.8% | $102,423-68.7% | $145,922-78.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.17% | 31.65%-17.5pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,651 | $3,615-26.6% | $3,023-12.3% | $4,660-43.1% |
| Participant deferral / active EE | $4,708 | $5,731-17.8% | $5,053-6.8% | $6,688-29.6% |
| Admin fee / account holder | $648 | $13,326-95.1% | $9,451-93.1% | $13,397-95.2% |