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 5-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 | $20,312 | $110,261-81.6% | $95,745-78.8% | $139,434-85.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 15.93% | 27.11%-11.2pp | 28.35%-12.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,583 | $3,257-51.4% | $2,835-44.2% | $4,751-66.7% |
| Participant deferral / active EE | $5,453 | $4,676+16.6% | $4,245+28.5% | $6,710-18.7% |
| Admin fee / account holder | $833 | $6,613-87.4% | $5,678-85.3% | $11,403-92.7% |