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 | $23,330-77.4% | $64,489-91.8% | $82,448-93.6% |
| Participation rate | 76.5% | 68.3%+8.2pp | 67.7%+8.8pp | 68.1%+8.4pp |
| Annual return | 19.14% | 83.66%-64.5pp | 55.03%-35.9pp | 41.64%-22.5pp |
| Employer contribution / active EE | $670 | $824-18.8% | $1,523-56.0% | $2,551-73.7% |
| Participant deferral / active EE | $1,575 | $1,707-7.7% | $2,778-43.3% | $4,139-61.9% |
| Admin fee / account holder | $893 | $2,946-69.7% | $4,260-79.0% | $7,234-87.7% |