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 | $12,287 | $80,717-84.8% | $154,803-92.1% | $84,808-85.5% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 22.14% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,044 | $2,761-62.2% | $4,305-75.7% | $2,631-60.3% |
| Participant deferral / active EE | $2,081 | $3,303-37.0% | $5,540-62.4% | $4,212-50.6% |
| Admin fee / account holder | $344 | $6,746-94.9% | $14,329-97.6% | $7,344-95.3% |