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 | $13,765 | $80,717-82.9% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 22.47% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,339 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,933 | $3,303-11.2% | $5,540-47.1% | $4,212-30.4% |
| Admin fee / account holder | $2,164 | $6,746-67.9% | $14,329-84.9% | $7,344-70.5% |