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 | $11,033 | $76,407-85.6% | $150,298-92.7% | $82,448-86.6% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 23.76% | 39.99%-16.2pp | 62.79%-39.0pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,340 | $2,614-48.7% | $4,154-67.7% | $2,551-47.5% |
| Participant deferral / active EE | $2,095 | $3,214-34.8% | $5,453-61.6% | $4,139-49.4% |
| Admin fee / account holder | $519 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |