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 | $17,356 | $107,334-83.8% | $92,893-81.3% | $152,861-88.6% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 19.99% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,154 | $4,221-72.7% | $3,653-68.4% | $4,762-75.8% |
| Participant deferral / active EE | $2,173 | $4,845-55.1% | $4,236-48.7% | $5,850-62.9% |
| Admin fee / account holder | $2,176 | $7,079-69.3% | $5,794-62.4% | $11,596-81.2% |