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 | $19,843 | $80,812-75.4% | $160,784-87.7% | $82,448-75.9% |
| Participation rate | 71.0% | 66.2%+4.7pp | 77.0%-6.0pp | 68.1%+2.9pp |
| Annual return | 23.10% | 100.59%-77.5pp | 1803.92%-1780.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,062 | $2,174-51.1% | $3,733-71.5% | $2,551-58.4% |
| Participant deferral / active EE | $2,924 | $4,335-32.6% | $6,293-53.5% | $4,139-29.4% |
| Admin fee / account holder | $602 | $7,695-92.2% | $9,717-93.8% | $7,234-91.7% |