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 10-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 | $11,648 | $80,717-85.6% | $154,803-92.5% | $84,808-86.3% |
| Participation rate | 94.8% | 66.8%+28.0pp | 78.1%+16.8pp | 68.3%+26.5pp |
| Annual return | 18.15% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,063 | $2,761-61.5% | $4,305-75.3% | $2,631-59.6% |
| Participant deferral / active EE | $2,347 | $3,303-28.9% | $5,540-57.6% | $4,212-44.3% |
| Admin fee / account holder | $604 | $6,746-91.0% | $14,329-95.8% | $7,344-91.8% |