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 | $9,618 | $81,248-88.2% | $155,509-93.8% | $80,856-88.1% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 25.22% | 33.31%-8.1pp | 64.67%-39.4pp | 35.59%-10.4pp |
| Employer contribution / active EE | $1,544 | $3,100-50.2% | $4,672-67.0% | $2,755-43.9% |
| Participant deferral / active EE | $2,120 | $3,452-38.6% | $5,626-62.3% | $4,296-50.6% |
| Admin fee / account holder | $7,113 | $7,997-11.1% | $15,912-55.3% | $6,918+2.8% |