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 | $13,008 | $81,248-84.0% | $155,509-91.6% | $80,856-83.9% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.6%+16.7pp |
| Annual return | 12.86% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,101 | $3,100-64.5% | $4,672-76.4% | $2,755-60.0% |
| Participant deferral / active EE | $1,860 | $3,452-46.1% | $5,626-66.9% | $4,296-56.7% |
| Admin fee / account holder | $1,371 | $7,997-82.9% | $15,912-91.4% | $6,918-80.2% |