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 | $24,730-84.8% | $66,042-94.3% | $84,808-95.6% |
| Participation rate | 77.8% | 68.1%+9.7pp | 67.5%+10.3pp | 68.3%+9.5pp |
| Annual return | 25.72% | 79.55%-53.8pp | 52.11%-26.4pp | 40.90%-15.2pp |
| Employer contribution / active EE | $547 | $857-36.1% | $1,579-65.3% | $2,631-79.2% |
| Participant deferral / active EE | $1,306 | $1,737-24.8% | $2,835-53.9% | $4,212-69.0% |
| Admin fee / account holder | $1,269 | $3,014-57.9% | $5,747-77.9% | $7,344-82.7% |