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 | $11,506 | $74,888-84.6% | $71,209-83.8% | $142,382-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.08% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $865 | $2,854-69.7% | $2,721-68.2% | $4,299-79.9% |
| Participant deferral / active EE | $1,243 | $4,454-72.1% | $4,175-70.2% | $6,507-80.9% |
| Admin fee / account holder | $6,161 | $5,568+10.6% | $5,349+15.2% | $12,624-51.2% |