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 5-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 | $8,390 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 21.66% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $702 | $2,761-74.6% | $4,305-83.7% | $2,631-73.3% |
| Participant deferral / active EE | $1,186 | $3,303-64.1% | $5,540-78.6% | $4,212-71.8% |
| Admin fee / account holder | $846 | $6,746-87.5% | $14,329-94.1% | $7,344-88.5% |