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 3-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 | $10,501 | $76,407-86.3% | $150,298-93.0% | $82,448-87.3% |
| Participation rate | 75.6% | 66.4%+9.2pp | 77.8%-2.2pp | 68.1%+7.5pp |
| Annual return | 69.90% | 39.99%+29.9pp | 62.79%+7.1pp | 41.64%+28.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,495 | $3,214+39.8% | $5,453-17.6% | $4,139+8.6% |
| Admin fee / account holder | $2,030 | $6,352-68.0% | $14,116-85.6% | $7,234-71.9% |