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 | $114,381-90.0% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 20.83% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,327 | $4,015-66.9% | $3,754-64.6% | $4,299-69.1% |
| Participant deferral / active EE | $1,918 | $5,564-65.5% | $5,116-62.5% | $6,507-70.5% |
| Admin fee / account holder | $1,077 | $9,860-89.1% | $8,919-87.9% | $12,624-91.5% |