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 5-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 | $8,658 | $80,717-89.3% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 19.48% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,591 | $2,761-42.4% | $4,305-63.0% | $2,631-39.5% |
| Participant deferral / active EE | $1,783 | $3,303-46.0% | $5,540-67.8% | $4,212-57.7% |
| Admin fee / account holder | $488 | $6,746-92.8% | $14,329-96.6% | $7,344-93.3% |