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 | $21,117 | $71,050-70.3% | $93,606-77.4% | $80,856-73.9% |
| Participation rate | 84.4% | 60.4%+24.0pp | 68.7%+15.7pp | 67.6%+16.7pp |
| Annual return | 12.06% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,455 | $1,564-6.9% | $2,420-39.9% | $2,755-47.2% |
| Participant deferral / active EE | $4,426 | $4,034+9.7% | $4,411+0.3% | $4,296+3.0% |
| Admin fee / account holder | $994 | $6,945-85.7% | $8,285-88.0% | $6,918-85.6% |