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 6-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 | $18,650 | $74,888-75.1% | $71,209-73.8% | $142,382-86.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.38% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,423 | $2,854-50.2% | $2,721-47.7% | $4,299-66.9% |
| Participant deferral / active EE | $3,388 | $4,454-24.0% | $4,175-18.9% | $6,507-47.9% |
| Admin fee / account holder | $727 | $5,568-86.9% | $5,349-86.4% | $12,624-94.2% |