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 | $14,522 | $106,515-86.4% | $96,683-85.0% | $139,434-89.6% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 22.90% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,250 | $4,103-45.2% | $3,737-39.8% | $4,751-52.6% |
| Participant deferral / active EE | $5,810 | $5,454+6.5% | $4,878+19.1% | $6,710-13.4% |
| Admin fee / account holder | $1,525 | $7,877-80.6% | $6,730-77.3% | $11,403-86.6% |