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 | $3,604 | $25,014-85.6% | $69,647-94.8% | $80,856-95.5% |
| Participation rate | 84.3% | 64.2%+20.1pp | 66.5%+17.9pp | 67.6%+16.7pp |
| Annual return | 18.17% | 19.07%-0.9pp | 100.48%-82.3pp | 35.59%-17.4pp |
| Employer contribution / active EE | $404 | $993-59.4% | $1,712-76.4% | $2,755-85.3% |
| Participant deferral / active EE | $2,106 | $1,839+14.5% | $2,886-27.0% | $4,296-51.0% |
| Admin fee / account holder | $1,246 | $2,488-49.9% | $4,713-73.6% | $6,918-82.0% |