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 | $12,028 | $80,717-85.1% | $154,803-92.2% | $84,808-85.8% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.1pp | 68.3%+29.9pp |
| Annual return | 22.12% | 37.96%-15.8pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,566 | $2,761-43.3% | $4,305-63.6% | $2,631-40.5% |
| Participant deferral / active EE | $3,263 | $3,303-1.2% | $5,540-41.1% | $4,212-22.5% |
| Admin fee / account holder | $437 | $6,746-93.5% | $14,329-97.0% | $7,344-94.1% |