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 7-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 | $8,040 | $54,705-85.3% | $71,209-88.7% | $84,808-90.5% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 19.12% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $320 | $2,158-85.1% | $2,721-88.2% | $2,631-87.8% |
| Participant deferral / active EE | $1,015 | $3,030-66.5% | $4,175-75.7% | $4,212-75.9% |
| Admin fee / account holder | $353 | $4,863-92.7% | $5,349-93.4% | $7,344-95.2% |