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 9-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 | $16,017 | $53,127-69.9% | $86,590-81.5% | $70,131-77.2% |
| Participation rate | 87.5% | 65.3%+22.2pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 13.91% | 27.66%-13.8pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,780 | $2,696+40.2% | $3,609+4.7% | $3,332+13.4% |
| Admin fee / account holder | $1,497 | $3,585-58.3% | $4,906-69.5% | $4,645-67.8% |