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 | $11,115 | $81,248-86.3% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 85.9% | 66.2%+19.6pp | 78.2%+7.7pp | 67.6%+18.2pp |
| Annual return | 10.85% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $606 | $3,100-80.5% | $4,672-87.0% | $2,755-78.0% |
| Participant deferral / active EE | $1,772 | $3,452-48.7% | $5,626-68.5% | $4,296-58.8% |
| Admin fee / account holder | $1,892 | $7,997-76.3% | $15,912-88.1% | $6,918-72.6% |