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 8-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 | $11,909 | $76,407-84.4% | $150,298-92.1% | $82,448-85.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 18.31% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,380 | $2,614-47.2% | $4,154-66.8% | $2,551-45.9% |
| Participant deferral / active EE | $2,421 | $3,214-24.7% | $5,453-55.6% | $4,139-41.5% |
| Admin fee / account holder | $2,465 | $6,352-61.2% | $14,116-82.5% | $7,234-65.9% |