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 | $11,649 | $81,233-85.7% | $155,567-92.5% | $80,874-85.6% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 13.09% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,512 | $3,101-51.2% | $4,674-67.6% | $2,756-45.1% |
| Participant deferral / active EE | $3,044 | $3,452-11.8% | $5,628-45.9% | $4,297-29.2% |
| Admin fee / account holder | $735 | $7,998-90.8% | $15,916-95.4% | $6,935-89.4% |