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 | $13,538 | $123,909-89.1% | $69,647-80.6% | $145,922-90.7% |
| Participation rate | 94.7% | 69.2%+25.5pp | 66.5%+28.3pp | 80.3%+14.5pp |
| Annual return | 24.54% | 190.55%-166.0pp | 100.48%-75.9pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,268 | $2,682-52.7% | $1,712-26.0% | $4,660-72.8% |
| Participant deferral / active EE | $2,245 | $4,236-47.0% | $2,886-22.2% | $6,688-66.4% |
| Admin fee / account holder | $2,471 | $7,863-68.6% | $4,713-47.6% | $13,397-81.6% |