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 | $8,074 | $58,234-86.1% | $81,783-90.1% | $80,874-90.0% |
| Participation rate | 83.9% | 63.4%+20.4pp | 72.4%+11.5pp | 67.6%+16.2pp |
| Annual return | 10.83% | 41.70%-30.9pp | 775.05%-764.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,320 | $2,341-43.6% | $2,913-54.7% | $2,756-52.1% |
| Participant deferral / active EE | $1,866 | $3,283-43.2% | $4,320-56.8% | $4,297-56.6% |
| Admin fee / account holder | $2,583 | $4,982-48.1% | $7,380-65.0% | $6,935-62.8% |