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 | $13,214 | $74,888-82.4% | $71,209-81.4% | $142,382-90.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 14.02% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $873 | $2,854-69.4% | $2,721-67.9% | $4,299-79.7% |
| Participant deferral / active EE | $1,632 | $4,454-63.4% | $4,175-60.9% | $6,507-74.9% |
| Admin fee / account holder | $3,886 | $5,568-30.2% | $5,349-27.4% | $12,624-69.2% |