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 | $18,987 | $159,901-88.1% | $146,958-87.1% | $145,922-87.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 17.91% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,198 | $5,286-39.5% | $4,933-35.2% | $4,660-31.4% |
| Participant deferral / active EE | $6,630 | $8,428-21.3% | $8,070-17.8% | $6,688-0.9% |
| Admin fee / account holder | $1,361 | $15,044-91.0% | $12,998-89.5% | $13,397-89.8% |