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 | $8,111 | $80,717-90.0% | $154,803-94.8% | $84,808-90.4% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 25.94% | 37.96%-12.0pp | 58.88%-32.9pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,095 | $2,761-60.3% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $2,933 | $3,303-11.2% | $5,540-47.1% | $4,212-30.4% |
| Admin fee / account holder | $1,140 | $6,746-83.1% | $14,329-92.0% | $7,344-84.5% |