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 | $25,164 | $111,754-77.5% | $103,333-75.6% | $145,922-82.8% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 16.13% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $9,260 | $4,212+119.8% | $3,868+139.4% | $4,660+98.7% |
| Participant deferral / active EE | $1,536 | $5,619-72.7% | $5,057-69.6% | $6,688-77.0% |
| Admin fee / account holder | $1,820 | $9,750-81.3% | $8,355-78.2% | $13,397-86.4% |