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 | $12,628 | $64,839-80.5% | $95,585-86.8% | $84,808-85.1% |
| Participation rate | 75.4% | 63.8%+11.6pp | 72.1%+3.3pp | 68.3%+7.1pp |
| Annual return | 22.69% | -670.96%+693.6pp | 38.56%-15.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,119 | $1,759+20.5% | $2,527-16.1% | $2,631-19.4% |
| Participant deferral / active EE | $2,217 | $2,965-25.2% | $4,023-44.9% | $4,212-47.4% |
| Admin fee / account holder | $528 | $5,964-91.1% | $6,127-91.4% | $7,344-92.8% |