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 | $10,964 | $100,773-89.1% | $88,946-87.7% | $142,382-92.3% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 16.45% | 70.18%-53.7pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $801 | $2,918-72.5% | $2,555-68.6% | $4,299-81.4% |
| Participant deferral / active EE | $1,543 | $5,230-70.5% | $4,581-66.3% | $6,507-76.3% |
| Admin fee / account holder | $606 | $9,693-93.8% | $8,261-92.7% | $12,624-95.2% |