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 | $18,508 | $81,248-77.2% | $155,509-88.1% | $80,856-77.1% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.4pp | 67.6%+27.9pp |
| Annual return | 13.43% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,772 | $3,100-42.9% | $4,672-62.1% | $2,755-35.7% |
| Participant deferral / active EE | $3,428 | $3,452-0.7% | $5,626-39.1% | $4,296-20.2% |
| Admin fee / account holder | $400 | $7,997-95.0% | $15,912-97.5% | $6,918-94.2% |