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 4-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 | $10,093 | $95,266-89.4% | $82,389-87.7% | $142,382-92.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 15.21% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $594 | $2,991-80.1% | $2,517-76.4% | $4,299-86.2% |
| Participant deferral / active EE | $1,853 | $4,809-61.5% | $4,155-55.4% | $6,507-71.5% |
| Admin fee / account holder | $882 | $8,563-89.7% | $7,231-87.8% | $12,624-93.0% |