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 8-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 | $7,925 | $58,627-86.5% | $76,735-89.7% | $82,448-90.4% |
| Participation rate | 72.1% | 63.2%+8.9pp | 69.5%+2.6pp | 68.1%+4.0pp |
| Annual return | 13.69% | 39.10%-25.4pp | 29.77%-16.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $341 | $1,729-80.3% | $2,454-86.1% | $2,551-86.6% |
| Participant deferral / active EE | $1,621 | $3,134-48.3% | $4,088-60.3% | $4,139-60.8% |
| Admin fee / account holder | $3,613 | $5,323-32.1% | $7,189-49.7% | $7,234-50.1% |