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 | $10,741 | $69,207-84.5% | $64,056-83.2% | $139,434-92.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 23.06% | 45.88%-22.8pp | 33.69%-10.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,365 | $3,182-57.1% | $2,747-50.3% | $4,751-71.3% |
| Participant deferral / active EE | $5,147 | $4,682+9.9% | $3,880+32.7% | $6,710-23.3% |
| Admin fee / account holder | $1,108 | $4,244-73.9% | $3,068-63.9% | $11,403-90.3% |