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 | $7,824 | $72,071-89.1% | $68,368-88.6% | $137,256-94.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 16.44% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,163 | $2,788-22.4% | $2,649-18.3% | $4,156-48.0% |
| Participant deferral / active EE | $5,509 | $4,410+24.9% | $4,123+33.6% | $6,407-14.0% |
| Admin fee / account holder | $4,698 | $5,336-11.9% | $5,150-8.8% | $12,270-61.7% |