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 | $16,336 | $74,888-78.2% | $71,209-77.1% | $142,382-88.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 19.91% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,404 | $2,854-15.8% | $2,721-11.7% | $4,299-44.1% |
| Participant deferral / active EE | $4,196 | $4,454-5.8% | $4,175+0.5% | $6,507-35.5% |
| Admin fee / account holder | $3,746 | $5,568-32.7% | $5,349-30.0% | $12,624-70.3% |