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 5-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 | $19,390 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 13.11% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,154 | $5,286-59.2% | $4,933-56.3% | $4,660-53.8% |
| Participant deferral / active EE | $5,195 | $8,428-38.4% | $8,070-35.6% | $6,688-22.3% |
| Admin fee / account holder | $1,162 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |