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 | $24,730-74.7% | $66,042-90.5% | $84,808-92.6% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 68.3%+6.7pp |
| Annual return | 18.50% | 79.55%-61.1pp | 52.11%-33.6pp | 40.90%-22.4pp |
| Employer contribution / active EE | $604 | $857-29.5% | $1,579-61.7% | $2,631-77.0% |
| Participant deferral / active EE | $1,642 | $1,737-5.5% | $2,835-42.1% | $4,212-61.0% |
| Admin fee / account holder | $1,331 | $3,014-55.8% | $5,747-76.8% | $7,344-81.9% |