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 | $16,905 | $106,515-84.1% | $96,683-82.5% | $139,434-87.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 21.16% | 38.43%-17.3pp | 35.69%-14.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,468 | $4,103-64.2% | $3,737-60.7% | $4,751-69.1% |
| Participant deferral / active EE | $5,438 | $5,454-0.3% | $4,878+11.5% | $6,710-19.0% |
| Admin fee / account holder | $812 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |