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 4-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 | $19,113 | $72,071-73.5% | $68,368-72.0% | $137,256-86.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 21.32% | 353.14%-331.8pp | 292.57%-271.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $834 | $2,788-70.1% | $2,649-68.5% | $4,156-79.9% |
| Participant deferral / active EE | $6,937 | $4,410+57.3% | $4,123+68.3% | $6,407+8.3% |
| Admin fee / account holder | $893 | $5,336-83.3% | $5,150-82.7% | $12,270-92.7% |