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 3-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 | $13,308 | $80,717-83.5% | $154,803-91.4% | $84,808-84.3% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 24.29% | 37.96%-13.7pp | 58.88%-34.6pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,848 | $2,761-33.1% | $4,305-57.1% | $2,631-29.8% |
| Participant deferral / active EE | $3,562 | $3,303+7.8% | $5,540-35.7% | $4,212-15.4% |
| Admin fee / account holder | $805 | $6,746-88.1% | $14,329-94.4% | $7,344-89.0% |