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 | $16,996 | $118,427-85.6% | $66,042-74.3% | $142,382-88.1% |
| Participation rate | 81.8% | 68.1%+13.7pp | 67.5%+14.3pp | 80.1%+1.7pp |
| Annual return | 19.15% | 35.57%-16.4pp | 52.11%-33.0pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,691 | $2,570-34.2% | $1,579+7.1% | $4,299-60.7% |
| Participant deferral / active EE | $1,720 | $4,311-60.1% | $2,835-39.3% | $6,507-73.6% |
| Admin fee / account holder | $4,805 | $9,593-49.9% | $5,747-16.4% | $12,624-61.9% |