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 | $76,407-81.6% | $150,298-90.7% | $82,448-83.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 16.93% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,371 | $2,614-47.6% | $4,154-67.0% | $2,551-46.3% |
| Participant deferral / active EE | $2,718 | $3,214-15.4% | $5,453-50.1% | $4,139-34.3% |
| Admin fee / account holder | $636 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |