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 | $19,022 | $100,773-81.1% | $88,946-78.6% | $142,382-86.6% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 28.48% | 70.18%-41.7pp | 57.82%-29.3pp | 217.08%-188.6pp |
| Employer contribution / active EE | $3,010 | $2,918+3.2% | $2,555+17.8% | $4,299-30.0% |
| Participant deferral / active EE | $5,005 | $5,230-4.3% | $4,581+9.3% | $6,507-23.1% |
| Admin fee / account holder | $456 | $9,693-95.3% | $8,261-94.5% | $12,624-96.4% |