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 7-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 | $8,649 | $57,016-84.8% | $84,966-89.8% | $80,856-89.3% |
| Participation rate | 92.0% | 56.3%+35.7pp | 67.5%+24.5pp | 67.6%+24.4pp |
| Annual return | 12.61% | 21.66%-9.0pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,074 | $1,798-40.3% | $2,727-60.6% | $2,755-61.0% |
| Participant deferral / active EE | $2,127 | $3,110-31.6% | $4,519-52.9% | $4,296-50.5% |
| Admin fee / account holder | $323 | $4,980-93.5% | $6,149-94.7% | $6,918-95.3% |