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 9-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 | $8,168 | $80,717-89.9% | $154,803-94.7% | $84,808-90.4% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 26.92% | 37.96%-11.0pp | 58.88%-32.0pp | 40.90%-14.0pp |
| Employer contribution / active EE | $853 | $2,761-69.1% | $4,305-80.2% | $2,631-67.6% |
| Participant deferral / active EE | $2,180 | $3,303-34.0% | $5,540-60.7% | $4,212-48.2% |
| Admin fee / account holder | $820 | $6,746-87.8% | $14,329-94.3% | $7,344-88.8% |