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 | $11,766 | $104,974-88.8% | $95,585-87.7% | $142,382-91.7% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 20.58% | 210.33%-189.8pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $773 | $2,779-72.2% | $2,527-69.4% | $4,299-82.0% |
| Participant deferral / active EE | $1,465 | $4,352-66.3% | $4,023-63.6% | $6,507-77.5% |
| Admin fee / account holder | $660 | $6,386-89.7% | $6,127-89.2% | $12,624-94.8% |