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 | $12,948 | $73,867-82.5% | $143,757-91.0% | $68,494-81.1% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | 28.83% | 1.01%+27.8pp | -0.04%+28.9pp | -7.84%+36.7pp |
| Employer contribution / active EE | $2,941 | $3,184-7.6% | $4,951-40.6% | $2,596+13.3% |
| Participant deferral / active EE | $6,356 | $3,384+87.8% | $5,637+12.8% | $4,027+57.8% |
| Admin fee / account holder | $658 | $5,755-88.6% | $14,673-95.5% | $5,403-87.8% |