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 3-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 | $7,758 | $80,717-90.4% | $154,803-95.0% | $84,808-90.9% |
| Participation rate | 77.6% | 66.8%+10.8pp | 78.1%-0.4pp | 68.3%+9.3pp |
| Annual return | 20.87% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,724 | $3,303-17.5% | $5,540-50.8% | $4,212-35.3% |
| Admin fee / account holder | $870 | $6,746-87.1% | $14,329-93.9% | $7,344-88.2% |