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 | $22,141 | $159,901-86.2% | $146,958-84.9% | $145,922-84.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.80% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,189 | $5,286-20.8% | $4,933-15.1% | $4,660-10.1% |
| Participant deferral / active EE | $7,792 | $8,428-7.5% | $8,070-3.4% | $6,688+16.5% |
| Admin fee / account holder | $7,127 | $15,044-52.6% | $12,998-45.2% | $13,397-46.8% |