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 | $27,518 | $159,901-82.8% | $146,958-81.3% | $145,922-81.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,238 | $5,286-19.8% | $4,933-14.1% | $4,660-9.1% |
| Participant deferral / active EE | $8,655 | $8,428+2.7% | $8,070+7.3% | $6,688+29.4% |
| Admin fee / account holder | $10,242 | $15,044-31.9% | $12,998-21.2% | $13,397-23.5% |