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 | $8,734 | $95,266-90.8% | $82,389-89.4% | $142,382-93.9% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.5%+6.6pp | 80.1%-3.9pp |
| Annual return | 22.47% | 25.74%-3.3pp | 28.67%-6.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $617 | $2,991-79.4% | $2,517-75.5% | $4,299-85.7% |
| Participant deferral / active EE | $2,108 | $4,809-56.2% | $4,155-49.3% | $6,507-67.6% |
| Admin fee / account holder | $1,073 | $8,563-87.5% | $7,231-85.2% | $12,624-91.5% |