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 | $13,891 | $60,892-77.2% | $82,389-83.1% | $84,808-83.6% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.3pp | 68.3%+14.5pp |
| Annual return | 19.23% | 37.29%-18.1pp | 28.67%-9.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,549 | $1,779-12.9% | $2,517-38.4% | $2,631-41.1% |
| Participant deferral / active EE | $3,464 | $3,179+9.0% | $4,155-16.6% | $4,212-17.7% |
| Admin fee / account holder | $1,871 | $5,467-65.8% | $7,231-74.1% | $7,344-74.5% |