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 | $4,937 | $23,330-78.8% | $64,489-92.3% | $82,448-94.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 67.7%+16.9pp | 68.1%+16.5pp |
| Annual return | 23.84% | 83.66%-59.8pp | 55.03%-31.2pp | 41.64%-17.8pp |
| Employer contribution / active EE | $750 | $824-9.0% | $1,523-50.8% | $2,551-70.6% |
| Participant deferral / active EE | $1,917 | $1,707+12.3% | $2,778-31.0% | $4,139-53.7% |
| Admin fee / account holder | $1,114 | $2,946-62.2% | $4,260-73.9% | $7,234-84.6% |