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 | $7,473 | $80,717-90.7% | $154,803-95.2% | $84,808-91.2% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 20.58% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,476 | $2,761-46.5% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $2,659 | $3,303-19.5% | $5,540-52.0% | $4,212-36.9% |
| Admin fee / account holder | $1,074 | $6,746-84.1% | $14,329-92.5% | $7,344-85.4% |