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 | $17,989 | $81,248-77.9% | $155,509-88.4% | $80,856-77.8% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.5pp | 67.6%+3.0pp |
| Annual return | 17.87% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,828 | $3,100-8.8% | $4,672-39.5% | $2,755+2.6% |
| Participant deferral / active EE | $3,611 | $3,452+4.6% | $5,626-35.8% | $4,296-15.9% |
| Admin fee / account holder | $1,323 | $7,997-83.5% | $15,912-91.7% | $6,918-80.9% |