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 | $12,553 | $48,230-74.0% | $67,502-81.4% | $80,856-84.5% |
| Participation rate | 72.1% | 66.4%+5.7pp | 72.9%-0.8pp | 67.6%+4.5pp |
| Annual return | 15.94% | 18.28%-2.3pp | 3512.12%-3496.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,079 | $2,020+2.9% | $2,731-23.9% | $2,755-24.6% |
| Participant deferral / active EE | $1,798 | $2,924-38.5% | $4,000-55.0% | $4,296-58.1% |
| Admin fee / account holder | $752 | $3,681-79.6% | $3,998-81.2% | $6,918-89.1% |