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 | $19,445 | $56,053-65.3% | $75,972-74.4% | $80,856-76.0% |
| Participation rate | 96.4% | 62.0%+34.4pp | 69.1%+27.4pp | 67.6%+28.8pp |
| Annual return | 13.73% | 20.53%-6.8pp | 359.55%-345.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $696 | $1,874-62.9% | $2,685-74.1% | $2,755-74.7% |
| Participant deferral / active EE | $3,046 | $3,052-0.2% | $4,255-28.4% | $4,296-29.1% |
| Admin fee / account holder | $3,054 | $5,234-41.6% | $6,467-52.8% | $6,918-55.8% |