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 | $2,612 | $25,014-89.6% | $69,647-96.3% | $80,856-96.8% |
| Participation rate | 83.6% | 64.2%+19.4pp | 66.5%+17.2pp | 67.6%+16.0pp |
| Annual return | 14.00% | 19.07%-5.1pp | 100.48%-86.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $520 | $993-47.6% | $1,712-69.6% | $2,755-81.1% |
| Participant deferral / active EE | $1,148 | $1,839-37.6% | $2,886-60.2% | $4,296-73.3% |
| Admin fee / account holder | $586 | $2,488-76.4% | $4,713-87.6% | $6,918-91.5% |