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 | $13,841 | $106,515-87.0% | $96,683-85.7% | $139,434-90.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,322 | $4,103-67.8% | $3,737-64.6% | $4,751-72.2% |
| Participant deferral / active EE | $3,631 | $5,454-33.4% | $4,878-25.6% | $6,710-45.9% |
| Admin fee / account holder | $642 | $7,877-91.9% | $6,730-90.5% | $11,403-94.4% |