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 6-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 | $14,919 | $80,717-81.5% | $154,803-90.4% | $84,808-82.4% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,297 | $2,761-53.0% | $4,305-69.9% | $2,631-50.7% |
| Participant deferral / active EE | $1,771 | $3,303-46.4% | $5,540-68.0% | $4,212-58.0% |
| Admin fee / account holder | $1,013 | $6,746-85.0% | $14,329-92.9% | $7,344-86.2% |