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 | $97,125-88.7% | $86,233-87.3% | $137,256-92.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 16.45% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $801 | $2,841-71.8% | $2,504-68.0% | $4,156-80.7% |
| Participant deferral / active EE | $1,543 | $5,180-70.2% | $4,559-66.1% | $6,407-75.9% |
| Admin fee / account holder | $606 | $9,725-93.8% | $8,342-92.7% | $12,270-95.1% |