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 | $74,888-86.7% | $71,209-86.0% | $142,382-93.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.04% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,350 | $2,854-17.7% | $2,721-13.7% | $4,299-45.3% |
| Participant deferral / active EE | $2,733 | $4,454-38.6% | $4,175-34.5% | $6,507-58.0% |
| Admin fee / account holder | $3,407 | $5,568-38.8% | $5,349-36.3% | $12,624-73.0% |