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 | $158,398-88.0% | $126,539-85.0% | $142,382-86.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 19.19% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,771 | $4,650-40.4% | $3,674-24.6% | $4,299-35.5% |
| Participant deferral / active EE | $3,900 | $4,767-18.2% | $4,083-4.5% | $6,507-40.1% |
| Admin fee / account holder | $2,694 | $6,918-61.1% | $6,065-55.6% | $12,624-78.7% |