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 9-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 | $12,270 | $54,705-77.6% | $71,209-82.8% | $84,808-85.5% |
| Participation rate | 95.8% | 64.1%+31.7pp | 73.8%+22.0pp | 68.3%+27.5pp |
| Annual return | 15.72% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,071 | $2,158-50.4% | $2,721-60.6% | $2,631-59.3% |
| Participant deferral / active EE | $2,154 | $3,030-28.9% | $4,175-48.4% | $4,212-48.8% |
| Admin fee / account holder | $3,042 | $4,863-37.4% | $5,349-43.1% | $7,344-58.6% |