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 | $8,799 | $80,717-89.1% | $154,803-94.3% | $84,808-89.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.6pp | 68.3%+15.4pp |
| Annual return | 27.90% | 37.96%-10.1pp | 58.88%-31.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $1,850 | $2,761-33.0% | $4,305-57.0% | $2,631-29.7% |
| Participant deferral / active EE | $3,212 | $3,303-2.8% | $5,540-42.0% | $4,212-23.7% |
| Admin fee / account holder | $395 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |