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 | $10,354 | $60,022-82.8% | $88,946-88.4% | $84,808-87.8% |
| Participation rate | 94.7% | 57.8%+36.9pp | 68.8%+25.9pp | 68.3%+26.4pp |
| Annual return | 20.00% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,599 | $1,703-6.1% | $2,555-37.4% | $2,631-39.2% |
| Participant deferral / active EE | $1,546 | $3,114-50.4% | $4,581-66.3% | $4,212-63.3% |
| Admin fee / account holder | $418 | $4,811-91.3% | $8,261-94.9% | $7,344-94.3% |