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 | $14,048 | $80,717-82.6% | $154,803-90.9% | $84,808-83.4% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,371 | $2,761-50.4% | $4,305-68.2% | $2,631-47.9% |
| Participant deferral / active EE | $2,718 | $3,303-17.7% | $5,540-50.9% | $4,212-35.5% |
| Admin fee / account holder | $636 | $6,746-90.6% | $14,329-95.6% | $7,344-91.3% |