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 3-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 | $11,725 | $51,638-77.3% | $68,368-82.8% | $82,448-85.8% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,956 | $2,047-4.4% | $2,649-26.2% | $2,551-23.3% |
| Participant deferral / active EE | $2,085 | $2,914-28.4% | $4,123-49.4% | $4,139-49.6% |
| Admin fee / account holder | $409 | $4,643-91.2% | $5,150-92.1% | $7,234-94.3% |