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 5-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 | $15,640 | $80,717-80.6% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 18.73% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,483 | $2,761-46.3% | $4,305-65.6% | $2,631-43.6% |
| Participant deferral / active EE | $1,771 | $3,303-46.4% | $5,540-68.0% | $4,212-58.0% |
| Admin fee / account holder | $1,368 | $6,746-79.7% | $14,329-90.5% | $7,344-81.4% |