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 | $9,359 | $115,708-91.9% | $65,255-85.7% | $139,434-93.3% |
| Participation rate | 95.0% | 67.8%+27.2pp | 65.0%+30.0pp | 80.3%+14.7pp |
| Annual return | 8.11% | 31.19%-23.1pp | 47.35%-39.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,884 | $2,599-27.5% | $1,691+11.4% | $4,751-60.3% |
| Participant deferral / active EE | $2,578 | $4,240-39.2% | $2,831-8.9% | $6,710-61.6% |
| Admin fee / account holder | $922 | $6,698-86.2% | $4,112-77.6% | $11,403-91.9% |