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 | $11,080 | $97,125-88.6% | $86,233-87.2% | $137,256-91.9% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.0%+22.3pp | 80.0%+11.3pp |
| Annual return | 16.19% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,194 | $2,841-58.0% | $2,504-52.3% | $4,156-71.3% |
| Participant deferral / active EE | $3,623 | $5,180-30.1% | $4,559-20.5% | $6,407-43.5% |
| Admin fee / account holder | $4,844 | $9,725-50.2% | $8,342-41.9% | $12,270-60.5% |