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 | $12,161 | $54,705-77.8% | $71,209-82.9% | $84,808-85.7% |
| Participation rate | 77.2% | 64.1%+13.1pp | 73.8%+3.4pp | 68.3%+8.9pp |
| Annual return | 17.80% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,771 | $2,158-17.9% | $2,721-34.9% | $2,631-32.7% |
| Participant deferral / active EE | $2,189 | $3,030-27.8% | $4,175-47.6% | $4,212-48.0% |
| Admin fee / account holder | $2,838 | $4,863-41.6% | $5,349-46.9% | $7,344-61.4% |