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 4-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 | $8,552 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 14.82% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $766 | $2,854-73.2% | $2,721-71.8% | $4,299-82.2% |
| Participant deferral / active EE | $1,400 | $4,454-68.6% | $4,175-66.5% | $6,507-78.5% |
| Admin fee / account holder | $345 | $5,568-93.8% | $5,349-93.5% | $12,624-97.3% |