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 | $9,485 | $60,022-84.2% | $88,946-89.3% | $84,808-88.8% |
| Participation rate | 79.4% | 57.8%+21.5pp | 68.8%+10.5pp | 68.3%+11.1pp |
| Annual return | 26.69% | 22.43%+4.3pp | 57.82%-31.1pp | 40.90%-14.2pp |
| Employer contribution / active EE | $1,052 | $1,703-38.2% | $2,555-58.8% | $2,631-60.0% |
| Participant deferral / active EE | $1,533 | $3,114-50.8% | $4,581-66.5% | $4,212-63.6% |
| Admin fee / account holder | $545 | $4,811-88.7% | $8,261-93.4% | $7,344-92.6% |