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 | $12,953 | $80,717-84.0% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.1pp | 68.3%+20.8pp |
| Annual return | 19.62% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $729 | $2,761-73.6% | $4,305-83.1% | $2,631-72.3% |
| Participant deferral / active EE | $3,039 | $3,303-8.0% | $5,540-45.1% | $4,212-27.8% |
| Admin fee / account holder | $470 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |