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 | $10,920 | $51,175-78.7% | $70,515-84.5% | $75,163-85.5% |
| Participation rate | 75.0% | 60.9%+14.1pp | 68.3%+6.7pp | 67.2%+7.8pp |
| Annual return | 33.36% | 30.02%+3.3pp | 32.77%+0.6pp | 160.62%-127.3pp |
| Employer contribution / active EE | $1,960 | $1,826+7.4% | $2,973-34.1% | $2,670-26.6% |
| Participant deferral / active EE | $5,045 | $2,849+77.0% | $4,567+10.5% | $4,125+22.3% |
| Admin fee / account holder | $1,452 | $4,091-64.5% | $6,412-77.4% | $5,651-74.3% |