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 | $13,739 | $104,664-86.9% | $85,682-84.0% | $167,490-91.8% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 16.10% | 21.45%-5.3pp | 21.49%-5.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,542 | $3,337-53.8% | $2,618-41.1% | $4,837-68.1% |
| Participant deferral / active EE | $2,124 | $4,824-56.0% | $3,923-45.8% | $6,341-66.5% |
| Admin fee / account holder | $353 | $10,032-96.5% | $6,873-94.9% | $12,309-97.1% |