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 | $12,502 | $74,888-83.3% | $71,209-82.4% | $142,382-91.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.05% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,515 | $2,854-11.9% | $2,721-7.6% | $4,299-41.5% |
| Participant deferral / active EE | $4,815 | $4,454+8.1% | $4,175+15.3% | $6,507-26.0% |
| Admin fee / account holder | $2,488 | $5,568-55.3% | $5,349-53.5% | $12,624-80.3% |