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 6-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 | $20,722 | $88,710-76.6% | $81,783-74.7% | $145,959-85.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.35% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,095 | $3,083+0.4% | $2,913+6.3% | $4,661-33.6% |
| Participant deferral / active EE | $5,543 | $4,645+19.3% | $4,320+28.3% | $6,689-17.1% |
| Admin fee / account holder | $11,209 | $8,407+33.3% | $7,380+51.9% | $13,398-16.3% |