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 | $14,046 | $54,705-74.3% | $71,209-80.3% | $84,808-83.4% |
| Participation rate | 87.2% | 64.1%+23.1pp | 73.8%+13.4pp | 68.3%+18.9pp |
| Annual return | 22.57% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,230 | $2,158-43.0% | $2,721-54.8% | $2,631-53.3% |
| Participant deferral / active EE | $2,915 | $3,030-3.8% | $4,175-30.2% | $4,212-30.8% |
| Admin fee / account holder | $1,135 | $4,863-76.7% | $5,349-78.8% | $7,344-84.5% |