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 5-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 | $17,365 | $54,705-68.3% | $71,209-75.6% | $84,808-79.5% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 16.62% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,303 | $2,158-39.6% | $2,721-52.1% | $2,631-50.5% |
| Participant deferral / active EE | $2,318 | $3,030-23.5% | $4,175-44.5% | $4,212-45.0% |
| Admin fee / account holder | $374 | $4,863-92.3% | $5,349-93.0% | $7,344-94.9% |