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 | $12,273 | $57,016-78.5% | $84,966-85.6% | $80,856-84.8% |
| Participation rate | 96.2% | 56.3%+39.8pp | 67.5%+28.7pp | 67.6%+28.5pp |
| Annual return | 18.55% | 21.66%-3.1pp | 66.38%-47.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,973 | $1,798+9.8% | $2,727-27.7% | $2,755-28.4% |
| Participant deferral / active EE | $3,779 | $3,110+21.5% | $4,519-16.4% | $4,296-12.0% |
| Admin fee / account holder | $412 | $4,980-91.7% | $6,149-93.3% | $6,918-94.1% |