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 | $9,900 | $80,717-87.7% | $154,803-93.6% | $84,808-88.3% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.1pp | 68.3%+26.8pp |
| Annual return | 36.07% | 37.96%-1.9pp | 58.88%-22.8pp | 40.90%-4.8pp |
| Employer contribution / active EE | $1,869 | $2,761-32.3% | $4,305-56.6% | $2,631-28.9% |
| Participant deferral / active EE | $3,707 | $3,303+12.2% | $5,540-33.1% | $4,212-12.0% |
| Admin fee / account holder | $829 | $6,746-87.7% | $14,329-94.2% | $7,344-88.7% |