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 | $15,168 | $54,705-72.3% | $71,209-78.7% | $84,808-82.1% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.0pp | 68.3%+7.4pp |
| Annual return | 21.38% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,129 | $2,158-47.7% | $2,721-58.5% | $2,631-57.1% |
| Participant deferral / active EE | $2,445 | $3,030-19.3% | $4,175-41.4% | $4,212-41.9% |
| Admin fee / account holder | $1,439 | $4,863-70.4% | $5,349-73.1% | $7,344-80.4% |