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 | $16,776 | $95,561-82.4% | $77,163-78.3% | $139,434-88.0% |
| Participation rate | 93.3% | 73.9%+19.4pp | 69.6%+23.8pp | 80.3%+13.0pp |
| Annual return | 44.63% | 54.92%-10.3pp | 37.87%+6.8pp | 372.94%-328.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,189 | $4,624+77.1% | $3,833+113.6% | $6,710+22.0% |
| Admin fee / account holder | $2,163 | $8,295-73.9% | $5,472-60.5% | $11,403-81.0% |