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 | $10,160 | $100,970-89.9% | $96,576-89.5% | $137,256-92.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.54% | 38.16%-15.6pp | 38.47%-15.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $968 | $3,809-74.6% | $3,553-72.8% | $4,156-76.7% |
| Participant deferral / active EE | $5,189 | $8,286-37.4% | $7,956-34.8% | $6,407-19.0% |
| Admin fee / account holder | $1,035 | $11,312-90.9% | $11,381-90.9% | $12,270-91.6% |