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 | $30,323 | $81,248-62.7% | $155,509-80.5% | $80,856-62.5% |
| Participation rate | 80.3% | 66.2%+14.0pp | 78.2%+2.1pp | 67.6%+12.6pp |
| Annual return | 18.50% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,286 | $3,100-58.5% | $4,672-72.5% | $2,755-53.3% |
| Participant deferral / active EE | $3,151 | $3,452-8.7% | $5,626-44.0% | $4,296-26.7% |
| Admin fee / account holder | $1,415 | $7,997-82.3% | $15,912-91.1% | $6,918-79.6% |