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 | $6,361 | $85,022-92.5% | $70,515-91.0% | $139,434-95.4% |
| Participation rate | 93.3% | 73.9%+19.4pp | 68.3%+25.0pp | 80.3%+13.0pp |
| Annual return | 19.60% | 30.38%-10.8pp | 32.77%-13.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,989 | $3,909-49.1% | $2,973-33.1% | $4,751-58.1% |
| Participant deferral / active EE | $2,196 | $5,890-62.7% | $4,567-51.9% | $6,710-67.3% |
| Admin fee / account holder | $2,002 | $8,906-77.5% | $6,412-68.8% | $11,403-82.4% |