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 6-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 | $8,308 | $60,892-86.4% | $82,389-89.9% | $84,808-90.2% |
| Participation rate | 80.8% | 63.3%+17.5pp | 69.5%+11.2pp | 68.3%+12.5pp |
| Annual return | 21.76% | 37.29%-15.5pp | 28.67%-6.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,053 | $1,779-40.8% | $2,517-58.2% | $2,631-60.0% |
| Participant deferral / active EE | $1,983 | $3,179-37.6% | $4,155-52.3% | $4,212-52.9% |
| Admin fee / account holder | $748 | $5,467-86.3% | $7,231-89.7% | $7,344-89.8% |