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 | $14,631 | $80,717-81.9% | $154,803-90.5% | $84,808-82.7% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 18.89% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $986 | $2,761-64.3% | $4,305-77.1% | $2,631-62.5% |
| Participant deferral / active EE | $2,872 | $3,303-13.0% | $5,540-48.2% | $4,212-31.8% |
| Admin fee / account holder | $1,269 | $6,746-81.2% | $14,329-91.1% | $7,344-82.7% |