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 | $18,512 | $124,281-85.1% | $109,143-83.0% | $167,490-88.9% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 15.06% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,149 | $4,207-25.2% | $3,722-15.4% | $4,837-34.9% |
| Participant deferral / active EE | $5,665 | $5,255+7.8% | $4,653+21.7% | $6,341-10.7% |
| Admin fee / account holder | $1,853 | $7,970-76.7% | $6,752-72.6% | $12,309-84.9% |