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 5-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 | $12,584 | $81,248-84.5% | $155,509-91.9% | $80,856-84.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 14.84% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,186 | $3,100-61.8% | $4,672-74.6% | $2,755-57.0% |
| Participant deferral / active EE | $2,790 | $3,452-19.2% | $5,626-50.4% | $4,296-35.0% |
| Admin fee / account holder | $591 | $7,997-92.6% | $15,912-96.3% | $6,918-91.5% |