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 | $2,417 | $30,400-92.0% | $53,898-95.5% | $84,808-97.2% |
| Participation rate | 73.5% | 46.4%+27.0pp | 55.0%+18.5pp | 68.3%+5.2pp |
| Annual return | 16.97% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $639 | $603+6.1% | $932-31.4% | $2,631-75.7% |
| Participant deferral / active EE | $1,474 | $1,199+23.0% | $1,826-19.3% | $4,212-65.0% |
| Admin fee / account holder | $341 | $1,993-82.9% | $2,491-86.3% | $7,344-95.4% |