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 | $17,076 | $57,016-70.1% | $84,966-79.9% | $80,856-78.9% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 20.74% | 21.66%-0.9pp | 66.38%-45.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,487 | $1,798+38.4% | $2,727-8.8% | $2,755-9.7% |
| Participant deferral / active EE | $3,998 | $3,110+28.6% | $4,519-11.5% | $4,296-6.9% |
| Admin fee / account holder | $397 | $4,980-92.0% | $6,149-93.5% | $6,918-94.3% |