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 3-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 | $3,771 | $23,330-83.8% | $64,489-94.2% | $82,448-95.4% |
| Participation rate | 77.8% | 68.3%+9.5pp | 67.7%+10.1pp | 68.1%+9.7pp |
| Annual return | 25.72% | 83.66%-57.9pp | 55.03%-29.3pp | 41.64%-15.9pp |
| Employer contribution / active EE | $547 | $824-33.6% | $1,523-64.1% | $2,551-78.5% |
| Participant deferral / active EE | $1,306 | $1,707-23.5% | $2,778-53.0% | $4,139-68.4% |
| Admin fee / account holder | $1,269 | $2,946-56.9% | $4,260-70.2% | $7,234-82.5% |