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 4-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 | $14,631 | $76,407-80.9% | $150,298-90.3% | $82,448-82.3% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+17.9pp | 68.1%+27.6pp |
| Annual return | 18.89% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $986 | $2,614-62.3% | $4,154-76.3% | $2,551-61.4% |
| Participant deferral / active EE | $2,872 | $3,214-10.6% | $5,453-47.3% | $4,139-30.6% |
| Admin fee / account holder | $1,269 | $6,352-80.0% | $14,116-91.0% | $7,234-82.5% |