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 | $9,338 | $95,266-90.2% | $82,389-88.7% | $142,382-93.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 17.55% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,559 | $2,991-47.9% | $2,517-38.1% | $4,299-63.7% |
| Participant deferral / active EE | $1,559 | $4,809-67.6% | $4,155-62.5% | $6,507-76.0% |
| Admin fee / account holder | $2,378 | $8,563-72.2% | $7,231-67.1% | $12,624-81.2% |