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 5-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 | $11,982 | $25,014-52.1% | $69,647-82.8% | $80,856-85.2% |
| Participation rate | 94.2% | 64.2%+30.0pp | 66.5%+27.8pp | 67.6%+26.6pp |
| Annual return | 12.97% | 19.07%-6.1pp | 100.48%-87.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,705 | $993+71.7% | $1,712-0.5% | $2,755-38.1% |
| Participant deferral / active EE | $2,248 | $1,839+22.2% | $2,886-22.1% | $4,296-47.7% |
| Admin fee / account holder | $522 | $2,488-79.0% | $4,713-88.9% | $6,918-92.4% |