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 | $6,996 | $24,730-71.7% | $66,042-89.4% | $84,808-91.8% |
| Participation rate | 73.1% | 68.1%+5.0pp | 67.5%+5.6pp | 68.3%+4.8pp |
| Annual return | 23.48% | 79.55%-56.1pp | 52.11%-28.6pp | 40.90%-17.4pp |
| Employer contribution / active EE | $872 | $857+1.8% | $1,579-44.8% | $2,631-66.9% |
| Participant deferral / active EE | $1,734 | $1,737-0.2% | $2,835-38.9% | $4,212-58.8% |
| Admin fee / account holder | $1,490 | $3,014-50.6% | $5,747-74.1% | $7,344-79.7% |