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 4-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 | $7,656 | $97,125-92.1% | $86,233-91.1% | $137,256-94.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 17.81% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,323 | $2,841-53.4% | $2,504-47.2% | $4,156-68.2% |
| Participant deferral / active EE | $2,274 | $5,180-56.1% | $4,559-50.1% | $6,407-64.5% |
| Admin fee / account holder | $1,080 | $9,725-88.9% | $8,342-87.0% | $12,270-91.2% |