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 10-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 | $16,828 | $59,839-71.9% | $81,983-79.5% | $79,858-78.9% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.2%+5.8pp | 69.6%+5.4pp |
| Annual return | 19.76% | 17.56%+2.2pp | 41.31%-21.5pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,212 | $1,713-29.2% | $2,498-51.5% | $2,471-50.9% |
| Participant deferral / active EE | $3,776 | $2,695+40.1% | $3,722+1.4% | $3,740+1.0% |
| Admin fee / account holder | $306 | $4,287-92.9% | $5,664-94.6% | $5,306-94.2% |