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 | $8,627 | $80,717-89.3% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 87.45% | 37.96%+49.5pp | 58.88%+28.6pp | 40.90%+46.6pp |
| Employer contribution / active EE | $571 | $2,761-79.3% | $4,305-86.7% | $2,631-78.3% |
| Participant deferral / active EE | $2,037 | $3,303-38.3% | $5,540-63.2% | $4,212-51.6% |
| Admin fee / account holder | $739 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |