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 3-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 | $25,319 | $159,901-84.2% | $146,958-82.8% | $145,922-82.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.40% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,231 | $5,286-1.0% | $4,933+6.0% | $4,660+12.3% |
| Participant deferral / active EE | $12,443 | $8,428+47.6% | $8,070+54.2% | $6,688+86.1% |
| Admin fee / account holder | $1,390 | $15,044-90.8% | $12,998-89.3% | $13,397-89.6% |