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 7-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 | $7,836 | $80,717-90.3% | $154,803-94.9% | $84,808-90.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 20.00% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,370 | $2,761-50.4% | $4,305-68.2% | $2,631-47.9% |
| Participant deferral / active EE | $1,649 | $3,303-50.1% | $5,540-70.2% | $4,212-60.9% |
| Admin fee / account holder | $487 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |