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 | $9,374 | $58,627-84.0% | $76,735-87.8% | $82,448-88.6% |
| Participation rate | 83.6% | 63.2%+20.4pp | 69.5%+14.1pp | 68.1%+15.5pp |
| Annual return | 17.70% | 39.10%-21.4pp | 29.77%-12.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $806 | $1,729-53.4% | $2,454-67.2% | $2,551-68.4% |
| Participant deferral / active EE | $3,205 | $3,134+2.3% | $4,088-21.6% | $4,139-22.6% |
| Admin fee / account holder | $1,209 | $5,323-77.3% | $7,189-83.2% | $7,234-83.3% |