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 | $7,231 | $80,717-91.0% | $154,803-95.3% | $84,808-91.5% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 15.35% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,364 | $2,761-50.6% | $4,305-68.3% | $2,631-48.2% |
| Participant deferral / active EE | $2,478 | $3,303-25.0% | $5,540-55.3% | $4,212-41.2% |
| Admin fee / account holder | $2,585 | $6,746-61.7% | $14,329-82.0% | $7,344-64.8% |