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 | $3,324 | $72,071-95.4% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 26.95% | 353.14%-326.2pp | 292.57%-265.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,663 | $2,788-40.3% | $2,649-37.2% | $4,156-60.0% |
| Participant deferral / active EE | $1,663 | $4,410-62.3% | $4,123-59.7% | $6,407-74.0% |
| Admin fee / account holder | $463 | $5,336-91.3% | $5,150-91.0% | $12,270-96.2% |