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 | $5,264 | $24,730-78.7% | $66,042-92.0% | $84,808-93.8% |
| Participation rate | 76.5% | 68.1%+8.4pp | 67.5%+9.0pp | 68.3%+8.2pp |
| Annual return | 19.14% | 79.55%-60.4pp | 52.11%-33.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $670 | $857-21.8% | $1,579-57.6% | $2,631-74.5% |
| Participant deferral / active EE | $1,575 | $1,737-9.3% | $2,835-44.4% | $4,212-62.6% |
| Admin fee / account holder | $893 | $3,014-70.4% | $5,747-84.5% | $7,344-87.8% |