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 | $12,028 | $76,407-84.3% | $150,298-92.0% | $82,448-85.4% |
| Participation rate | 98.2% | 66.4%+31.8pp | 77.8%+20.4pp | 68.1%+30.1pp |
| Annual return | 22.12% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,566 | $2,614-40.1% | $4,154-62.3% | $2,551-38.6% |
| Participant deferral / active EE | $3,263 | $3,214+1.5% | $5,453-40.2% | $4,139-21.2% |
| Admin fee / account holder | $437 | $6,352-93.1% | $14,116-96.9% | $7,234-94.0% |