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 3-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 | $11,354 | $81,248-86.0% | $155,509-92.7% | $80,856-86.0% |
| Participation rate | 76.1% | 66.2%+9.9pp | 78.2%-2.1pp | 67.6%+8.4pp |
| Annual return | 15.17% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $819 | $3,100-73.6% | $4,672-82.5% | $2,755-70.3% |
| Participant deferral / active EE | $2,025 | $3,452-41.3% | $5,626-64.0% | $4,296-52.9% |
| Admin fee / account holder | $987 | $7,997-87.7% | $15,912-93.8% | $6,918-85.7% |