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 | $5,561 | $24,730-77.5% | $66,042-91.6% | $84,808-93.4% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 68.3%+3.1pp |
| Annual return | 18.92% | 79.55%-60.6pp | 52.11%-33.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $524 | $857-38.8% | $1,579-66.8% | $2,631-80.1% |
| Participant deferral / active EE | $1,200 | $1,737-30.9% | $2,835-57.7% | $4,212-71.5% |
| Admin fee / account holder | $1,164 | $3,014-61.4% | $5,747-79.7% | $7,344-84.1% |