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 | $12,847 | $110,261-88.3% | $95,745-86.6% | $139,434-90.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 23.82% | 27.11%-3.3pp | 28.35%-4.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $5,124 | $3,257+57.3% | $2,835+80.8% | $4,751+7.8% |
| Participant deferral / active EE | $10,781 | $4,676+130.6% | $4,245+154.0% | $6,710+60.7% |
| Admin fee / account holder | $1,919 | $6,613-71.0% | $5,678-66.2% | $11,403-83.2% |