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 | $19,273 | $116,167-83.4% | $64,489-70.1% | $137,256-86.0% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | 17.36% | 36.55%-19.2pp | 55.03%-37.7pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,898 | $2,483-23.6% | $1,523+24.6% | $4,156-54.3% |
| Participant deferral / active EE | $3,025 | $4,215-28.2% | $2,778+8.9% | $6,407-52.8% |
| Admin fee / account holder | $410 | $6,188-93.4% | $4,260-90.4% | $12,270-96.7% |