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 | $17,757 | $76,407-76.8% | $150,298-88.2% | $82,448-78.5% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 24.31% | 39.99%-15.7pp | 62.79%-38.5pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,613 | $2,614-38.3% | $4,154-61.2% | $2,551-36.8% |
| Participant deferral / active EE | $2,220 | $3,214-30.9% | $5,453-59.3% | $4,139-46.4% |
| Admin fee / account holder | $650 | $6,352-89.8% | $14,116-95.4% | $7,234-91.0% |