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 | $12,117 | $58,208-79.2% | $81,812-85.2% | $80,856-85.0% |
| Participation rate | 75.8% | 63.4%+12.3pp | 72.3%+3.4pp | 67.6%+8.1pp |
| Annual return | 13.63% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,874 | $2,340-19.9% | $2,912-35.6% | $2,755-32.0% |
| Participant deferral / active EE | $4,320 | $3,281+31.7% | $4,3190% | $4,296+0.6% |
| Admin fee / account holder | $493 | $4,981-90.1% | $7,386-93.3% | $6,918-92.9% |