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 | $20,321 | $71,050-71.4% | $93,606-78.3% | $80,856-74.9% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.6pp | 67.6%+6.7pp |
| Annual return | 11.70% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,784 | $1,564+14.1% | $2,420-26.3% | $2,755-35.2% |
| Participant deferral / active EE | $2,976 | $4,034-26.2% | $4,411-32.5% | $4,296-30.7% |
| Admin fee / account holder | $4,895 | $6,945-29.5% | $8,285-40.9% | $6,918-29.2% |