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 | $10,796 | $95,266-88.7% | $82,389-86.9% | $142,382-92.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 19.36% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,678 | $2,991-43.9% | $2,517-33.3% | $4,299-61.0% |
| Participant deferral / active EE | $1,786 | $4,809-62.9% | $4,155-57.0% | $6,507-72.5% |
| Admin fee / account holder | $320 | $8,563-96.3% | $7,231-95.6% | $12,624-97.5% |