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 | $16,132 | $76,407-78.9% | $150,298-89.3% | $82,448-80.4% |
| Participation rate | 70.4% | 66.4%+4.0pp | 77.8%-7.4pp | 68.1%+2.3pp |
| Annual return | 21.92% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $353 | $2,614-86.5% | $4,154-91.5% | $2,551-86.1% |
| Participant deferral / active EE | $3,187 | $3,214-0.9% | $5,453-41.6% | $4,139-23.0% |
| Admin fee / account holder | $659 | $6,352-89.6% | $14,116-95.3% | $7,234-90.9% |