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 | $8,445 | $60,892-86.1% | $82,389-89.7% | $84,808-90.0% |
| Participation rate | 90.5% | 63.3%+27.2pp | 69.5%+20.9pp | 68.3%+22.2pp |
| Annual return | 20.20% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $730 | $1,779-58.9% | $2,517-71.0% | $2,631-72.2% |
| Participant deferral / active EE | $2,021 | $3,179-36.4% | $4,155-51.4% | $4,212-52.0% |
| Admin fee / account holder | $1,247 | $5,467-77.2% | $7,231-82.8% | $7,344-83.0% |