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 | $13,891 | $58,627-76.3% | $76,735-81.9% | $82,448-83.2% |
| Participation rate | 82.9% | 63.2%+19.6pp | 69.5%+13.4pp | 68.1%+14.8pp |
| Annual return | 19.23% | 39.10%-19.9pp | 29.77%-10.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,549 | $1,729-10.4% | $2,454-36.9% | $2,551-39.3% |
| Participant deferral / active EE | $3,464 | $3,134+10.6% | $4,088-15.3% | $4,139-16.3% |
| Admin fee / account holder | $1,871 | $5,323-64.9% | $7,189-74.0% | $7,234-74.1% |