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 | $11,725 | $54,705-78.6% | $71,209-83.5% | $84,808-86.2% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 19.65% | 35.90%-16.2pp | 282.51%-262.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,956 | $2,158-9.4% | $2,721-28.1% | $2,631-25.7% |
| Participant deferral / active EE | $2,085 | $3,030-31.2% | $4,175-50.1% | $4,212-50.5% |
| Admin fee / account holder | $409 | $4,863-91.6% | $5,349-92.4% | $7,344-94.4% |