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 8-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 | $15,422 | $57,016-73.0% | $84,966-81.8% | $80,856-80.9% |
| Participation rate | 82.9% | 56.3%+26.6pp | 67.5%+15.4pp | 67.6%+15.3pp |
| Annual return | 15.15% | 21.66%-6.5pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,500 | $1,798-16.6% | $2,727-45.0% | $2,755-45.6% |
| Participant deferral / active EE | $3,540 | $3,110+13.8% | $4,519-21.7% | $4,296-17.6% |
| Admin fee / account holder | $2,188 | $4,980-56.1% | $6,149-64.4% | $6,918-68.4% |