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 | $8,116 | $23,330-65.2% | $64,489-87.4% | $82,448-90.2% |
| Participation rate | 87.8% | 68.3%+19.5pp | 67.7%+20.1pp | 68.1%+19.7pp |
| Annual return | 19.64% | 83.66%-64.0pp | 55.03%-35.4pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,103 | $824+33.7% | $1,523-27.6% | $2,551-56.8% |
| Participant deferral / active EE | $3,012 | $1,707+76.4% | $2,778+8.4% | $4,139-27.2% |
| Admin fee / account holder | $2,491 | $2,946-15.4% | $4,260-41.5% | $7,234-65.6% |