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 | $6,262 | $23,330-73.2% | $64,489-90.3% | $82,448-92.4% |
| Participation rate | 75.0% | 68.3%+6.7pp | 67.7%+7.3pp | 68.1%+6.9pp |
| Annual return | 18.50% | 83.66%-65.2pp | 55.03%-36.5pp | 41.64%-23.1pp |
| Employer contribution / active EE | $604 | $824-26.7% | $1,523-60.3% | $2,551-76.3% |
| Participant deferral / active EE | $1,642 | $1,707-3.8% | $2,778-40.9% | $4,139-60.3% |
| Admin fee / account holder | $1,331 | $2,946-54.8% | $4,260-68.8% | $7,234-81.6% |