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 | $9,975 | $72,071-86.2% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 19.04% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,350 | $2,788-15.7% | $2,649-11.3% | $4,156-43.5% |
| Participant deferral / active EE | $2,733 | $4,410-38.0% | $4,123-33.7% | $6,407-57.3% |
| Admin fee / account holder | $3,407 | $5,336-36.1% | $5,150-33.8% | $12,270-72.2% |