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 6-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 | $11,126 | $58,208-80.9% | $81,812-86.4% | $80,856-86.2% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 12.54% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,396 | $2,340-40.3% | $2,912-52.1% | $2,755-49.3% |
| Participant deferral / active EE | $2,505 | $3,281-23.6% | $4,319-42.0% | $4,296-41.7% |
| Admin fee / account holder | $1,713 | $4,981-65.6% | $7,386-76.8% | $6,918-75.2% |