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 | $76,407-82.0% | $150,298-90.9% | $82,448-83.3% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 16.99% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $573 | $2,614-78.1% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $1,772 | $3,214-44.9% | $5,453-67.5% | $4,139-57.2% |
| Admin fee / account holder | $3,628 | $6,352-42.9% | $14,116-74.3% | $7,234-49.9% |