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 6-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 | $11,889 | $74,888-84.1% | $71,209-83.3% | $142,382-91.6% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 14.83% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,388 | $2,854-51.4% | $2,721-49.0% | $4,299-67.7% |
| Participant deferral / active EE | $1,428 | $4,454-67.9% | $4,175-65.8% | $6,507-78.1% |
| Admin fee / account holder | $788 | $5,568-85.8% | $5,349-85.3% | $12,624-93.8% |