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 | $20,999 | $97,125-78.4% | $86,233-75.6% | $137,256-84.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 23.93% | 74.19%-50.3pp | 61.39%-37.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,602 | $2,841-43.6% | $2,504-36.0% | $4,156-61.5% |
| Participant deferral / active EE | $5,926 | $5,180+14.4% | $4,559+30.0% | $6,407-7.5% |
| Admin fee / account holder | $625 | $9,725-93.6% | $8,342-92.5% | $12,270-94.9% |