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 | $9,801 | $51,175-80.8% | $70,515-86.1% | $75,163-87.0% |
| Participation rate | 91.4% | 60.9%+30.5pp | 68.3%+23.1pp | 67.2%+24.2pp |
| Annual return | 19.28% | 30.02%-10.7pp | 32.77%-13.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,466 | $1,826-19.7% | $2,973-50.7% | $2,670-45.1% |
| Participant deferral / active EE | $3,129 | $2,849+9.8% | $4,567-31.5% | $4,125-24.2% |
| Admin fee / account holder | $392 | $4,091-90.4% | $6,412-93.9% | $5,651-93.1% |