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 | $11,605 | $81,248-85.7% | $155,509-92.5% | $80,856-85.6% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 11.38% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,434 | $3,100-53.7% | $4,672-69.3% | $2,755-47.9% |
| Participant deferral / active EE | $3,489 | $3,452+1.1% | $5,626-38.0% | $4,296-18.8% |
| Admin fee / account holder | $1,643 | $7,997-79.5% | $15,912-89.7% | $6,918-76.3% |