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 | $9,939 | $63,703-84.4% | $93,063-89.3% | $82,448-87.9% |
| Participation rate | 84.4% | 63.8%+20.6pp | 72.1%+12.3pp | 68.1%+16.4pp |
| Annual return | 15.58% | -775.43%+791.0pp | 34.15%-18.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,173 | $1,729-32.1% | $2,476-52.6% | $2,551-54.0% |
| Participant deferral / active EE | $2,078 | $2,919-28.8% | $3,958-47.5% | $4,139-49.8% |
| Admin fee / account holder | $1,426 | $5,982-76.2% | $6,033-76.4% | $7,234-80.3% |