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 | $57,590-64.9% | $86,233-76.6% | $82,448-75.5% |
| Participation rate | 90.3% | 57.9%+32.5pp | 69.0%+21.3pp | 68.1%+22.3pp |
| Annual return | 14.71% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,266 | $1,655-23.5% | $2,504-49.4% | $2,551-50.4% |
| Participant deferral / active EE | $3,901 | $3,080+26.7% | $4,559-14.4% | $4,139-5.8% |
| Admin fee / account holder | $5,355 | $4,730+13.2% | $8,342-35.8% | $7,234-26.0% |