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 | $17,097 | $51,576-66.9% | $129,207-86.8% | $80,856-78.9% |
| Participation rate | 73.0% | 57.0%+16.1pp | 69.6%+3.4pp | 67.6%+5.4pp |
| Annual return | 23.46% | 20.81%+2.6pp | 9417.33%-9393.9pp | 35.59%-12.1pp |
| Employer contribution / active EE | $655 | $1,584-58.6% | $4,153-84.2% | $2,755-76.2% |
| Participant deferral / active EE | $4,245 | $2,669+59.1% | $4,168+1.9% | $4,296-1.2% |
| Admin fee / account holder | $3,275 | $4,305-23.9% | $7,715-57.5% | $6,918-52.7% |