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 | $20,214 | $60,022-66.3% | $88,946-77.3% | $84,808-76.2% |
| Participation rate | 90.3% | 57.8%+32.5pp | 68.8%+21.5pp | 68.3%+22.0pp |
| Annual return | 14.71% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,266 | $1,703-25.6% | $2,555-50.4% | $2,631-51.9% |
| Participant deferral / active EE | $3,901 | $3,114+25.3% | $4,581-14.9% | $4,212-7.4% |
| Admin fee / account holder | $5,355 | $4,811+11.3% | $8,261-35.2% | $7,344-27.1% |