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 | $7,540 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 17.05% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,308 | $2,918-55.2% | $2,555-48.8% | $4,299-69.6% |
| Participant deferral / active EE | $4,327 | $5,230-17.3% | $4,581-5.5% | $6,507-33.5% |
| Admin fee / account holder | $1,260 | $9,693-87.0% | $8,261-84.7% | $12,624-90.0% |