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 | $22,954 | $76,407-70.0% | $150,298-84.7% | $82,448-72.2% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.6pp | 68.1%+17.3pp |
| Annual return | 23.67% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,662 | $2,614-36.4% | $4,154-60.0% | $2,551-34.8% |
| Participant deferral / active EE | $6,021 | $3,214+87.3% | $5,453+10.4% | $4,139+45.5% |
| Admin fee / account holder | $1,089 | $6,352-82.9% | $14,116-92.3% | $7,234-84.9% |