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 | $14,149 | $80,717-82.5% | $154,803-90.9% | $84,808-83.3% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 28.29% | 37.96%-9.7pp | 58.88%-30.6pp | 40.90%-12.6pp |
| Employer contribution / active EE | $1,215 | $2,761-56.0% | $4,305-71.8% | $2,631-53.8% |
| Participant deferral / active EE | $2,928 | $3,303-11.4% | $5,540-47.2% | $4,212-30.5% |
| Admin fee / account holder | $1,377 | $6,746-79.6% | $14,329-90.4% | $7,344-81.3% |