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 | $13,842 | $60,022-76.9% | $88,946-84.4% | $84,808-83.7% |
| Participation rate | 86.5% | 57.8%+28.6pp | 68.8%+17.6pp | 68.3%+18.2pp |
| Annual return | 58.90% | 22.43%+36.5pp | 57.82%+1.1pp | 40.90%+18.0pp |
| Employer contribution / active EE | $2,752 | $1,703+61.6% | $2,555+7.7% | $2,631+4.6% |
| Participant deferral / active EE | $4,794 | $3,114+53.9% | $4,581+4.6% | $4,212+13.8% |
| Admin fee / account holder | $2,369 | $4,811-50.8% | $8,261-71.3% | $7,344-67.7% |