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 | $10,505 | $56,053-81.3% | $75,972-86.2% | $80,856-87.0% |
| Participation rate | 81.5% | 62.0%+19.4pp | 69.1%+12.4pp | 67.6%+13.8pp |
| Annual return | 18.09% | 20.53%-2.4pp | 359.55%-341.5pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,930 | $1,874+3.0% | $2,685-28.1% | $2,755-29.9% |
| Participant deferral / active EE | $1,670 | $3,052-45.3% | $4,255-60.7% | $4,296-61.1% |
| Admin fee / account holder | $404 | $5,234-92.3% | $6,467-93.7% | $6,918-94.2% |