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 | $13,314 | $99,877-86.7% | $84,966-84.3% | $145,922-90.9% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 13.60% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,472 | $3,231-54.5% | $2,727-46.0% | $4,660-68.4% |
| Participant deferral / active EE | $3,727 | $5,291-29.6% | $4,519-17.5% | $6,688-44.3% |
| Admin fee / account holder | $1,094 | $7,248-84.9% | $6,149-82.2% | $13,397-91.8% |