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 | $8,087 | $58,627-86.2% | $76,735-89.5% | $82,448-90.2% |
| Participation rate | 86.1% | 63.2%+22.9pp | 69.5%+16.6pp | 68.1%+18.0pp |
| Annual return | 23.13% | 39.10%-16.0pp | 29.77%-6.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $846 | $1,729-51.1% | $2,454-65.5% | $2,551-66.8% |
| Participant deferral / active EE | $1,887 | $3,134-39.8% | $4,088-53.8% | $4,139-54.4% |
| Admin fee / account holder | $1,196 | $5,323-77.5% | $7,189-83.4% | $7,234-83.5% |