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 | $18,226 | $81,248-77.6% | $155,509-88.3% | $80,856-77.5% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 15.31% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,286 | $3,100-58.5% | $4,672-72.5% | $2,755-53.3% |
| Participant deferral / active EE | $2,689 | $3,452-22.1% | $5,626-52.2% | $4,296-37.4% |
| Admin fee / account holder | $672 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |