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 6-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 | $31,452 | $165,984-81.1% | $164,813-80.9% | $145,922-78.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.15% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,338 | $5,273-74.6% | $4,341-69.2% | $4,660-71.3% |
| Participant deferral / active EE | $3,536 | $6,959-49.2% | $6,031-41.4% | $6,688-47.1% |
| Admin fee / account holder | $997 | $16,648-94.0% | $12,690-92.1% | $13,397-92.6% |