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 9-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 | $20,988 | $59,839-64.9% | $81,983-74.4% | $79,858-73.7% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.2%+4.1pp | 69.6%+3.7pp |
| Annual return | 14.57% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $990 | $1,713-42.2% | $2,498-60.4% | $2,471-59.9% |
| Participant deferral / active EE | $2,203 | $2,695-18.3% | $3,722-40.8% | $3,740-41.1% |
| Admin fee / account holder | $1,844 | $4,287-57.0% | $5,664-67.4% | $5,306-65.2% |