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 | $12,887 | $48,750-73.6% | $88,946-85.5% | $74,304-82.7% |
| Participation rate | 96.1% | 44.5%+51.6pp | 68.8%+27.3pp | 60.3%+35.8pp |
| Annual return | 22.52% | 25.91%-3.4pp | 57.82%-35.3pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,517 | $1,255+20.9% | $2,555-40.6% | $2,241-32.3% |
| Participant deferral / active EE | $2,134 | $2,423-12.0% | $4,581-53.4% | $3,767-43.4% |
| Admin fee / account holder | $1,248 | $3,756-66.8% | $8,261-84.9% | $2,969-58.0% |