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 7-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 | $16,327 | $53,162-69.3% | $91,220-82.1% | $68,494-76.2% |
| Participation rate | 97.7% | 63.2%+34.5pp | 73.2%+24.5pp | 67.9%+29.8pp |
| Annual return | 2.85% | -3.14%+6.0pp | 114.01%-111.2pp | -7.84%+10.7pp |
| Employer contribution / active EE | $3,319 | $1,709+94.2% | $2,850+16.5% | $2,596+27.8% |
| Participant deferral / active EE | $7,897 | $2,974+165.6% | $4,234+86.5% | $4,027+96.1% |
| Admin fee / account holder | $734 | $4,493-83.7% | $5,420-86.5% | $5,403-86.4% |