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 | $26,814 | $126,574-78.8% | $106,213-74.8% | $145,922-81.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 13.56% | 224.79%-211.2pp | 116.14%-102.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,963 | $3,730-47.4% | $3,171-38.1% | $4,660-57.9% |
| Participant deferral / active EE | $2,875 | $5,724-49.8% | $5,016-42.7% | $6,688-57.0% |
| Admin fee / account holder | $309 | $17,304-98.2% | $11,033-97.2% | $13,397-97.7% |