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 3-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 | $10,259 | $101,618-89.9% | $93,063-89.0% | $137,256-92.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 14.39% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $946 | $2,707-65.1% | $2,476-61.8% | $4,156-77.2% |
| Participant deferral / active EE | $3,332 | $4,279-22.1% | $3,958-15.8% | $6,407-48.0% |
| Admin fee / account holder | $895 | $6,198-85.6% | $6,033-85.2% | $12,270-92.7% |