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 | $17,607 | $72,071-75.6% | $68,368-74.2% | $137,256-87.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 19.46% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,936 | $2,788+41.2% | $2,649+48.6% | $4,156-5.3% |
| Participant deferral / active EE | $2,980 | $4,410-32.4% | $4,123-27.7% | $6,407-53.5% |
| Admin fee / account holder | $557 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |