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 | $8,502 | $99,877-91.5% | $84,966-90.0% | $145,922-94.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 19.46% | 83.76%-64.3pp | 66.38%-46.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,574 | $3,231-51.3% | $2,727-42.3% | $4,660-66.2% |
| Participant deferral / active EE | $6,005 | $5,291+13.5% | $4,519+32.9% | $6,688-10.2% |
| Admin fee / account holder | $517 | $7,248-92.9% | $6,149-91.6% | $13,397-96.1% |