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 4-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 | $8,722 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 64.21% | 37.96%+26.3pp | 58.88%+5.3pp | 40.90%+23.3pp |
| Employer contribution / active EE | $448 | $2,761-83.8% | $4,305-89.6% | $2,631-83.0% |
| Participant deferral / active EE | $1,554 | $3,303-53.0% | $5,540-72.0% | $4,212-63.1% |
| Admin fee / account holder | $7,374 | $6,746+9.3% | $14,329-48.5% | $7,344+0.4% |