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 | $9,730 | $114,381-91.5% | $107,525-91.0% | $142,382-93.2% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 15.91% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $844 | $4,015-79.0% | $3,754-77.5% | $4,299-80.4% |
| Participant deferral / active EE | $1,586 | $5,564-71.5% | $5,116-69.0% | $6,507-75.6% |
| Admin fee / account holder | $387 | $9,860-96.1% | $8,919-95.7% | $12,624-96.9% |