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 | $7,530 | $53,516-85.9% | $126,539-94.0% | $84,808-91.1% |
| Participation rate | 84.8% | 58.2%+26.6pp | 69.8%+15.0pp | 68.3%+16.5pp |
| Annual return | 18.06% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.8pp |
| Employer contribution / active EE | $328 | $1,535-78.6% | $3,674-91.1% | $2,631-87.5% |
| Participant deferral / active EE | $1,939 | $2,671-27.4% | $4,083-52.5% | $4,212-54.0% |
| Admin fee / account holder | $2,782 | $4,497-38.1% | $6,065-54.1% | $7,344-62.1% |