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 | $11,200 | $100,970-88.9% | $96,576-88.4% | $137,256-91.8% |
| Participation rate | 87.0% | 82.6%+4.3pp | 81.4%+5.5pp | 80.0%+7.0pp |
| Annual return | 76.75% | 38.16%+38.6pp | 38.47%+38.3pp | 220.34%-143.6pp |
| Employer contribution / active EE | $562 | $3,809-85.2% | $3,553-84.2% | $4,156-86.5% |
| Participant deferral / active EE | $4,164 | $8,286-49.7% | $7,956-47.7% | $6,407-35.0% |
| Admin fee / account holder | $542 | $11,312-95.2% | $11,381-95.2% | $12,270-95.6% |