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 | $9,840 | $80,717-87.8% | $154,803-93.6% | $84,808-88.4% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.3pp | 68.3%+26.1pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,698 | $2,761-38.5% | $4,305-60.6% | $2,631-35.5% |
| Participant deferral / active EE | $2,342 | $3,303-29.1% | $5,540-57.7% | $4,212-44.4% |
| Admin fee / account holder | $1,252 | $6,746-81.4% | $14,329-91.3% | $7,344-83.0% |