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 | $8,722 | $57,016-84.7% | $84,966-89.7% | $80,856-89.2% |
| Participation rate | 77.5% | 56.3%+21.2pp | 67.5%+10.0pp | 67.6%+9.9pp |
| Annual return | 12.82% | 21.66%-8.8pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,877 | $1,798+4.4% | $2,727-31.2% | $2,755-31.9% |
| Participant deferral / active EE | $1,867 | $3,110-39.9% | $4,519-58.7% | $4,296-56.5% |
| Admin fee / account holder | $1,723 | $4,980-65.4% | $6,149-72.0% | $6,918-75.1% |