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 3-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 | $5,642 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 17.23% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,623 | $2,779-41.6% | $2,527-35.8% | $4,299-62.3% |
| Participant deferral / active EE | $1,149 | $4,352-73.6% | $4,023-71.4% | $6,507-82.3% |
| Admin fee / account holder | $867 | $6,386-86.4% | $6,127-85.9% | $12,624-93.1% |