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 | $15,061 | $111,814-86.5% | $93,654-83.9% | $145,959-89.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.75% | 203.30%-188.6pp | 133.34%-118.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,342 | $3,092-24.3% | $2,421-3.3% | $4,661-49.8% |
| Participant deferral / active EE | $2,496 | $4,914-49.2% | $4,413-43.4% | $6,689-62.7% |
| Admin fee / account holder | $1,207 | $10,246-88.2% | $8,282-85.4% | $13,398-91.0% |