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 | $18,879 | $74,888-74.8% | $71,209-73.5% | $142,382-86.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.47% | 345.14%-325.7pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,091 | $2,854+78.4% | $2,721+87.1% | $4,299+18.4% |
| Participant deferral / active EE | $8,658 | $4,454+94.4% | $4,175+107.4% | $6,507+33.1% |
| Admin fee / account holder | $379 | $5,568-93.2% | $5,349-92.9% | $12,624-97.0% |