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 | $7,298 | $80,717-91.0% | $154,803-95.3% | $84,808-91.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 32.78% | 37.96%-5.2pp | 58.88%-26.1pp | 40.90%-8.1pp |
| Employer contribution / active EE | $1,195 | $2,761-56.7% | $4,305-72.2% | $2,631-54.6% |
| Participant deferral / active EE | $2,503 | $3,303-24.2% | $5,540-54.8% | $4,212-40.6% |
| Admin fee / account holder | $564 | $6,746-91.6% | $14,329-96.1% | $7,344-92.3% |