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 | $18,458 | $81,248-77.3% | $155,509-88.1% | $80,856-77.2% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 27.03% | 33.31%-6.3pp | 64.67%-37.6pp | 35.59%-8.6pp |
| Employer contribution / active EE | $1,460 | $3,100-52.9% | $4,672-68.7% | $2,755-47.0% |
| Participant deferral / active EE | $3,013 | $3,452-12.7% | $5,626-46.4% | $4,296-29.9% |
| Admin fee / account holder | $418 | $7,997-94.8% | $15,912-97.4% | $6,918-94.0% |