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 | $14,938 | $48,230-69.0% | $67,502-77.9% | $80,856-81.5% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 21.37% | 18.28%+3.1pp | 3512.12%-3490.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,702 | $2,020-15.7% | $2,731-37.7% | $2,755-38.2% |
| Participant deferral / active EE | $3,526 | $2,924+20.6% | $4,000-11.9% | $4,296-17.9% |
| Admin fee / account holder | $699 | $3,681-81.0% | $3,998-82.5% | $6,918-89.9% |