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 | $14,241 | $57,590-75.3% | $86,233-83.5% | $82,448-82.7% |
| Participation rate | 85.5% | 57.9%+27.6pp | 69.0%+16.4pp | 68.1%+17.4pp |
| Annual return | 19.84% | 22.41%-2.6pp | 61.39%-41.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,051 | $1,655-36.5% | $2,504-58.0% | $2,551-58.8% |
| Participant deferral / active EE | $3,085 | $3,080+0.2% | $4,559-32.3% | $4,139-25.5% |
| Admin fee / account holder | $776 | $4,730-83.6% | $8,342-90.7% | $7,234-89.3% |