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 | $19,027 | $149,040-87.2% | $120,225-84.2% | $137,256-86.1% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 19.19% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,771 | $4,350-36.3% | $3,475-20.3% | $4,156-33.3% |
| Participant deferral / active EE | $3,900 | $4,655-16.2% | $3,999-2.5% | $6,407-39.1% |
| Admin fee / account holder | $2,694 | $6,348-57.6% | $5,696-52.7% | $12,270-78.0% |