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 | $13,734 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $573 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,772 | $3,303-46.4% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $3,628 | $6,746-46.2% | $14,329-74.7% | $7,344-50.6% |