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 | $14,139 | $57,281-75.3% | $86,612-83.7% | $75,163-81.2% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 15.76% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,648 | $2,314+14.4% | $3,022-12.4% | $2,670-0.8% |
| Participant deferral / active EE | $1,072 | $3,318-67.7% | $4,438-75.8% | $4,125-74.0% |
| Admin fee / account holder | $762 | $4,112-81.5% | $5,614-86.4% | $5,651-86.5% |