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 | $11,396 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 20.83% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,327 | $3,939-66.3% | $3,689-64.0% | $4,156-68.1% |
| Participant deferral / active EE | $1,918 | $5,500-65.1% | $5,072-62.2% | $6,407-70.1% |
| Admin fee / account holder | $1,077 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |