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 | $15,053 | $80,717-81.4% | $154,803-90.3% | $84,808-82.3% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 14.90% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $698 | $2,761-74.7% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $3,414 | $3,303+3.4% | $5,540-38.4% | $4,212-18.9% |
| Admin fee / account holder | $3,436 | $6,746-49.1% | $14,329-76.0% | $7,344-53.2% |