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 7-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 | $10,229 | $100,773-89.8% | $88,946-88.5% | $142,382-92.8% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.8%+18.1pp | 80.1%+6.8pp |
| Annual return | 15.05% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,333 | $2,918-54.3% | $2,555-47.8% | $4,299-69.0% |
| Participant deferral / active EE | $2,105 | $5,230-59.8% | $4,581-54.1% | $6,507-67.7% |
| Admin fee / account holder | $1,459 | $9,693-84.9% | $8,261-82.3% | $12,624-88.4% |