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 | $6,118 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.56% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,162 | $2,854-59.3% | $2,721-57.3% | $4,299-73.0% |
| Participant deferral / active EE | $2,011 | $4,454-54.9% | $4,175-51.8% | $6,507-69.1% |
| Admin fee / account holder | $1,997 | $5,568-64.1% | $5,349-62.7% | $12,624-84.2% |