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 | $12,206 | $88,751-86.2% | $81,812-85.1% | $145,922-91.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.68% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,462 | $3,083+12.3% | $2,912+18.9% | $4,660-25.7% |
| Participant deferral / active EE | $4,747 | $4,643+2.2% | $4,319+9.9% | $6,688-29.0% |
| Admin fee / account holder | $350 | $8,415-95.8% | $7,386-95.3% | $13,397-97.4% |