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 | $8,783 | $24,730-64.5% | $66,042-86.7% | $84,808-89.6% |
| Participation rate | 70.7% | 68.1%+2.6pp | 67.5%+3.2pp | 68.3%+2.4pp |
| Annual return | 35.36% | 79.55%-44.2pp | 52.11%-16.8pp | 40.90%-5.5pp |
| Employer contribution / active EE | $692 | $857-19.2% | $1,579-56.2% | $2,631-73.7% |
| Participant deferral / active EE | $2,206 | $1,737+27.0% | $2,835-22.2% | $4,212-47.6% |
| Admin fee / account holder | $2,094 | $3,014-30.5% | $5,747-63.6% | $7,344-71.5% |