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 | $7,192 | $23,330-69.2% | $64,489-88.8% | $82,448-91.3% |
| Participation rate | 84.6% | 68.3%+16.3pp | 67.7%+16.9pp | 68.1%+16.5pp |
| Annual return | 16.69% | 83.66%-67.0pp | 55.03%-38.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,577 | $824+91.3% | $1,523+3.6% | $2,551-38.2% |
| Participant deferral / active EE | $2,232 | $1,707+30.7% | $2,778-19.7% | $4,139-46.1% |
| Admin fee / account holder | $1,705 | $2,946-42.1% | $4,260-60.0% | $7,234-76.4% |