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 | $80,717-86.3% | $154,803-92.9% | $84,808-87.0% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.6pp | 68.3%+24.4pp |
| Annual return | 23.76% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,340 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,095 | $3,303-36.6% | $5,540-62.2% | $4,212-50.2% |
| Admin fee / account holder | $519 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |