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 8-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 | $11,029 | $104,974-89.5% | $95,585-88.5% | $142,382-92.3% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.1%+12.9pp | 80.1%+4.9pp |
| Annual return | 16.05% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $996 | $2,779-64.1% | $2,527-60.6% | $4,299-76.8% |
| Participant deferral / active EE | $1,412 | $4,352-67.5% | $4,023-64.9% | $6,507-78.3% |
| Admin fee / account holder | $614 | $6,386-90.4% | $6,127-90.0% | $12,624-95.1% |