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 4-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 | $7,273 | $80,717-91.0% | $154,803-95.3% | $84,808-91.4% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 21.29% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $581 | $2,761-79.0% | $4,305-86.5% | $2,631-77.9% |
| Participant deferral / active EE | $2,647 | $3,303-19.9% | $5,540-52.2% | $4,212-37.1% |
| Admin fee / account holder | $550 | $6,746-91.8% | $14,329-96.2% | $7,344-92.5% |