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 | $21,088 | $69,207-69.5% | $64,056-67.1% | $139,434-84.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.06% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,911 | $3,182-39.9% | $2,747-30.4% | $4,751-59.8% |
| Participant deferral / active EE | $1,911 | $4,682-59.2% | $3,880-50.7% | $6,710-71.5% |
| Admin fee / account holder | $3,137 | $4,244-26.1% | $3,068+2.2% | $11,403-72.5% |