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 | $10,634 | $72,071-85.2% | $68,368-84.4% | $137,256-92.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 22.60% | 353.14%-330.5pp | 292.57%-270.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,900 | $2,788-31.9% | $2,649-28.3% | $4,156-54.3% |
| Participant deferral / active EE | $3,831 | $4,410-13.1% | $4,123-7.1% | $6,407-40.2% |
| Admin fee / account holder | $477 | $5,336-91.1% | $5,150-90.7% | $12,270-96.1% |