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 | $7,308 | $96,635-92.4% | $86,612-91.6% | $139,434-94.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 19.20% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,967 | $3,263-39.7% | $3,022-34.9% | $4,751-58.6% |
| Participant deferral / active EE | $2,580 | $4,836-46.6% | $4,438-41.9% | $6,710-61.5% |
| Admin fee / account holder | $581 | $6,408-90.9% | $5,614-89.7% | $11,403-94.9% |