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 4-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 | $12,800 | $87,166-85.3% | $76,735-83.3% | $137,256-90.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 12.94% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,968 | $2,904+2.2% | $2,454+20.9% | $4,156-28.6% |
| Participant deferral / active EE | $7,596 | $4,726+60.7% | $4,088+85.8% | $6,407+18.6% |
| Admin fee / account holder | $11,019 | $8,403+31.1% | $7,189+53.3% | $12,270-10.2% |