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 | $10,832 | $77,899-86.1% | $149,673-92.8% | $75,163-85.6% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 23.11% | 31.72%-8.6pp | 134.42%-111.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,685 | $3,137-46.3% | $4,818-65.0% | $2,670-36.9% |
| Participant deferral / active EE | $2,649 | $3,411-22.3% | $5,680-53.4% | $4,125-35.8% |
| Admin fee / account holder | $866 | $5,956-85.5% | $13,210-93.4% | $5,651-84.7% |