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 3-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 | $10,779 | $111,754-90.4% | $103,333-89.6% | $145,922-92.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 11.75% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,983 | $4,212-52.9% | $3,868-48.7% | $4,660-57.4% |
| Participant deferral / active EE | $3,581 | $5,619-36.3% | $5,057-29.2% | $6,688-46.5% |
| Admin fee / account holder | $2,657 | $9,750-72.7% | $8,355-68.2% | $13,397-80.2% |