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 | $9,892 | $111,535-91.1% | $105,223-90.6% | $137,256-92.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 20.10% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,954 | $3,939-50.4% | $3,689-47.0% | $4,156-53.0% |
| Participant deferral / active EE | $2,543 | $5,500-53.8% | $5,072-49.9% | $6,407-60.3% |
| Admin fee / account holder | $654 | $9,721-93.3% | $8,859-92.6% | $12,270-94.7% |