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 | $12,110 | $74,888-83.8% | $71,209-83.0% | $142,382-91.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 19.77% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,370 | $2,854-17.0% | $2,721-12.9% | $4,299-44.9% |
| Participant deferral / active EE | $6,324 | $4,454+42.0% | $4,175+51.5% | $6,507-2.8% |
| Admin fee / account holder | $2,430 | $5,568-56.4% | $5,349-54.6% | $12,624-80.7% |