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 | $28,669 | $111,754-74.3% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 15.49% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,358 | $4,212-44.0% | $3,868-39.0% | $4,660-49.4% |
| Participant deferral / active EE | $4,498 | $5,619-19.9% | $5,057-11.1% | $6,688-32.7% |
| Admin fee / account holder | $1,548 | $9,750-84.1% | $8,355-81.5% | $13,397-88.4% |