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 3-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 | $9,900 | $76,407-87.0% | $150,298-93.4% | $82,448-88.0% |
| Participation rate | 95.1% | 66.4%+28.7pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 36.07% | 39.99%-3.9pp | 62.79%-26.7pp | 41.64%-5.6pp |
| Employer contribution / active EE | $1,869 | $2,614-28.5% | $4,154-55.0% | $2,551-26.7% |
| Participant deferral / active EE | $3,707 | $3,214+15.3% | $5,453-32.0% | $4,139-10.4% |
| Admin fee / account holder | $829 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |