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 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 25.13% | 37.96%-12.8pp | 58.88%-33.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,303 | $2,761-52.8% | $4,305-69.7% | $2,631-50.5% |
| Participant deferral / active EE | $1,877 | $3,303-43.2% | $5,540-66.1% | $4,212-55.4% |
| Admin fee / account holder | $561 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |