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 | $12,061 | $111,814-89.2% | $93,654-87.1% | $145,959-91.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.89% | 203.30%-191.4pp | 133.34%-121.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,626 | $3,092-47.4% | $2,421-32.8% | $4,661-65.1% |
| Participant deferral / active EE | $1,216 | $4,914-75.3% | $4,413-72.5% | $6,689-81.8% |
| Admin fee / account holder | $1,214 | $10,246-88.2% | $8,282-85.3% | $13,398-90.9% |