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 | $16,438 | $82,286-80.0% | $68,791-76.1% | $134,475-87.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | 11.24% | -2.19%+13.4pp | -6.38%+17.6pp | 417.96%-406.7pp |
| Employer contribution / active EE | $3,950 | $3,301+19.7% | $2,655+48.8% | $4,740-16.7% |
| Participant deferral / active EE | $3,564 | $4,739-24.8% | $3,941-9.6% | $6,400-44.3% |
| Admin fee / account holder | $495 | $6,481-92.4% | $4,932-90.0% | $11,426-95.7% |