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 5-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 | $19,398 | $74,888-74.1% | $71,209-72.8% | $142,382-86.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.56% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,887 | $2,854+36.2% | $2,721+42.8% | $4,299-9.6% |
| Participant deferral / active EE | $1,110 | $4,454-75.1% | $4,175-73.4% | $6,507-82.9% |
| Admin fee / account holder | $2,776 | $5,568-50.1% | $5,349-48.1% | $12,624-78.0% |