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 | $45,312-71.6% | $86,233-85.1% | $67,986-81.0% |
| Participation rate | 96.1% | 42.4%+53.7pp | 69.0%+27.1pp | 57.2%+38.9pp |
| Annual return | 22.52% | 24.79%-2.3pp | 61.39%-38.9pp | 31.67%-9.1pp |
| Employer contribution / active EE | $1,517 | $1,160+30.9% | $2,504-39.4% | $2,019-24.8% |
| Participant deferral / active EE | $2,134 | $2,185-2.3% | $4,559-53.2% | $3,358-36.5% |
| Admin fee / account holder | $1,248 | $3,295-62.1% | $8,342-85.0% | $3,203-61.0% |