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 | $9,804 | $77,899-87.4% | $149,673-93.4% | $75,163-87.0% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 22.86% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,910 | $3,137-39.1% | $4,818-60.4% | $2,670-28.5% |
| Participant deferral / active EE | $3,036 | $3,411-11.0% | $5,680-46.6% | $4,125-26.4% |
| Admin fee / account holder | $2,096 | $5,956-64.8% | $13,210-84.1% | $5,651-62.9% |