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 | $8,418 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 25.13% | 39.99%-14.9pp | 62.79%-37.7pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,303 | $2,614-50.2% | $4,154-68.6% | $2,551-48.9% |
| Participant deferral / active EE | $1,877 | $3,214-41.6% | $5,453-65.6% | $4,139-54.7% |
| Admin fee / account holder | $561 | $6,352-91.2% | $14,116-96.0% | $7,234-92.2% |