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 | $7,553 | $67,823-88.9% | $52,425-85.6% | $137,256-94.5% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 17.07% | 219.11%-202.0pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,427 | $1,163+22.7% | $914+56.1% | $4,156-65.7% |
| Participant deferral / active EE | $2,027 | $2,288-11.4% | $1,790+13.2% | $6,407-68.4% |
| Admin fee / account holder | $1,870 | $2,844-34.2% | $2,495-25.0% | $12,270-84.8% |