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 | $17,211 | $64,839-73.5% | $95,585-82.0% | $84,808-79.7% |
| Participation rate | 98.5% | 63.8%+34.7pp | 72.1%+26.4pp | 68.3%+30.2pp |
| Annual return | 24.65% | -670.96%+695.6pp | 38.56%-13.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,907 | $1,759+8.4% | $2,527-24.5% | $2,631-27.5% |
| Participant deferral / active EE | $2,921 | $2,965-1.5% | $4,023-27.4% | $4,212-30.7% |
| Admin fee / account holder | $1,224 | $5,964-79.5% | $6,127-80.0% | $7,344-83.3% |