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 | $12,851 | $111,724-88.5% | $93,606-86.3% | $145,922-91.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 13.08% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,114 | $3,090+0.8% | $2,420+28.7% | $4,660-33.2% |
| Participant deferral / active EE | $4,000 | $4,912-18.6% | $4,411-9.3% | $6,688-40.2% |
| Admin fee / account holder | $1,349 | $10,250-86.8% | $8,285-83.7% | $13,397-89.9% |