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 8-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 | $14,740 | $57,016-74.1% | $84,966-82.7% | $80,856-81.8% |
| Participation rate | 90.0% | 56.3%+33.7pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 19.01% | 21.66%-2.7pp | 66.38%-47.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,111 | $1,798+73.0% | $2,727+14.1% | $2,755+12.9% |
| Participant deferral / active EE | $5,781 | $3,110+85.9% | $4,519+27.9% | $4,296+34.6% |
| Admin fee / account holder | $1,883 | $4,980-62.2% | $6,149-69.4% | $6,918-72.8% |