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 | $9,599 | $80,717-88.1% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.5pp | 68.3%+15.3pp |
| Annual return | 25.25% | 37.96%-12.7pp | 58.88%-33.6pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,421 | $2,761-12.3% | $4,305-43.8% | $2,631-8.0% |
| Participant deferral / active EE | $4,824 | $3,303+46.0% | $5,540-12.9% | $4,212+14.5% |
| Admin fee / account holder | $428 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |