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 6-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 | $13,266 | $111,754-88.1% | $103,333-87.2% | $145,922-90.9% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,305 | $4,212-45.3% | $3,868-40.4% | $4,660-50.5% |
| Participant deferral / active EE | $7,066 | $5,619+25.8% | $5,057+39.7% | $6,688+5.7% |
| Admin fee / account holder | $373 | $9,750-96.2% | $8,355-95.5% | $13,397-97.2% |