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 | $11,341 | $58,627-80.7% | $76,735-85.2% | $82,448-86.2% |
| Participation rate | 86.4% | 63.2%+23.1pp | 69.5%+16.9pp | 68.1%+18.3pp |
| Annual return | 54.44% | 39.10%+15.3pp | 29.77%+24.7pp | 41.64%+12.8pp |
| Employer contribution / active EE | $2,439 | $1,729+41.1% | $2,454-0.6% | $2,551-4.4% |
| Participant deferral / active EE | $3,228 | $3,134+3.0% | $4,088-21.0% | $4,139-22.0% |
| Admin fee / account holder | $633 | $5,323-88.1% | $7,189-91.2% | $7,234-91.2% |