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 | $6,361 | $25,014-74.6% | $69,647-90.9% | $80,856-92.1% |
| Participation rate | 84.4% | 64.2%+20.1pp | 66.5%+17.9pp | 67.6%+16.7pp |
| Annual return | 16.27% | 19.07%-2.8pp | 100.48%-84.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $906 | $993-8.8% | $1,712-47.1% | $2,755-67.1% |
| Participant deferral / active EE | $1,558 | $1,839-15.3% | $2,886-46.0% | $4,296-63.7% |
| Admin fee / account holder | $847 | $2,488-66.0% | $4,713-82.0% | $6,918-87.8% |