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 | $9,485 | $57,590-83.5% | $86,233-89.0% | $82,448-88.5% |
| Participation rate | 79.4% | 57.9%+21.5pp | 69.0%+10.3pp | 68.1%+11.3pp |
| Annual return | 26.69% | 22.41%+4.3pp | 61.39%-34.7pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,052 | $1,655-36.4% | $2,504-58.0% | $2,551-58.7% |
| Participant deferral / active EE | $1,533 | $3,080-50.2% | $4,559-66.4% | $4,139-63.0% |
| Admin fee / account holder | $545 | $4,730-88.5% | $8,342-93.5% | $7,234-92.5% |