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 | $15,397 | $118,427-87.0% | $66,042-76.7% | $142,382-89.2% |
| Participation rate | 95.0% | 68.1%+26.9pp | 67.5%+27.5pp | 80.1%+14.9pp |
| Annual return | 17.01% | 35.57%-18.6pp | 52.11%-35.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,628 | $2,570-36.6% | $1,579+3.1% | $4,299-62.1% |
| Participant deferral / active EE | $2,497 | $4,311-42.1% | $2,835-11.9% | $6,507-61.6% |
| Admin fee / account holder | $3,632 | $9,593-62.1% | $5,747-36.8% | $12,624-71.2% |