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 6-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 | $27,715 | $111,724-75.2% | $93,606-70.4% | $145,922-81.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 11.13% | 202.98%-191.8pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,271 | $3,090-26.5% | $2,420-6.1% | $4,660-51.3% |
| Participant deferral / active EE | $2,598 | $4,912-47.1% | $4,411-41.1% | $6,688-61.1% |
| Admin fee / account holder | $515 | $10,250-95.0% | $8,285-93.8% | $13,397-96.2% |