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 | $11,658 | $69,207-83.2% | $64,056-81.8% | $139,434-91.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.05% | 45.88%-34.8pp | 33.69%-22.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,384 | $3,182-56.5% | $2,747-49.6% | $4,751-70.9% |
| Participant deferral / active EE | $4,518 | $4,682-3.5% | $3,880+16.4% | $6,710-32.7% |
| Admin fee / account holder | $2,216 | $4,244-47.8% | $3,068-27.8% | $11,403-80.6% |