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 | $11,375 | $48,795-76.7% | $65,493-82.6% | $84,808-86.6% |
| Participation rate | 87.1% | 67.0%+20.1pp | 73.1%+14.0pp | 68.3%+18.8pp |
| Annual return | 12.85% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,675 | $1,930-13.2% | $2,574-34.9% | $2,631-36.3% |
| Participant deferral / active EE | $2,209 | $2,928-24.6% | $3,961-44.2% | $4,212-47.6% |
| Admin fee / account holder | $932 | $3,877-76.0% | $5,028-81.5% | $7,344-87.3% |