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 | $4,037 | $23,330-82.7% | $64,489-93.7% | $82,448-95.1% |
| Participation rate | 73.8% | 68.3%+5.5pp | 67.7%+6.1pp | 68.1%+5.7pp |
| Annual return | 20.14% | 83.66%-63.5pp | 55.03%-34.9pp | 41.64%-21.5pp |
| Employer contribution / active EE | $554 | $824-32.8% | $1,523-63.6% | $2,551-78.3% |
| Participant deferral / active EE | $1,420 | $1,707-16.8% | $2,778-48.9% | $4,139-65.7% |
| Admin fee / account holder | $812 | $2,946-72.4% | $4,260-80.9% | $7,234-88.8% |