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 5-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 | $3,972 | $22,587-82.4% | $65,255-93.9% | $75,163-94.7% |
| Participation rate | 91.2% | 63.1%+28.1pp | 65.0%+26.3pp | 67.2%+24.0pp |
| Annual return | 27.47% | 71.03%-43.6pp | 47.35%-19.9pp | 160.62%-133.2pp |
| Employer contribution / active EE | $883 | $941-6.1% | $1,691-47.8% | $2,670-66.9% |
| Participant deferral / active EE | $1,589 | $1,695-6.2% | $2,831-43.9% | $4,125-61.5% |
| Admin fee / account holder | $621 | $1,876-66.9% | $4,112-84.9% | $5,651-89.0% |