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 | $21,160 | $74,888-71.7% | $71,209-70.3% | $142,382-85.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 133.23% | 345.14%-211.9pp | 282.51%-149.3pp | 217.08%-83.8pp |
| Employer contribution / active EE | $8,724 | $2,854+205.7% | $2,721+220.6% | $4,299+102.9% |
| Participant deferral / active EE | $4,798 | $4,454+7.7% | $4,175+14.9% | $6,507-26.3% |
| Admin fee / account holder | $504 | $5,568-90.9% | $5,349-90.6% | $12,624-96.0% |