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 10-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 | $25,311 | $40,256-37.1% | $57,343-55.9% | $59,632-57.6% |
| Participation rate | 76.2% | 69.2%+7.0pp | 75.1%+1.1pp | 68.7%+7.5pp |
| Annual return | 7.29% | 27.49%-20.2pp | 24.39%-17.1pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $648 | $1,922-66.3% | $2,689-75.9% | $2,203-70.6% |
| Participant deferral / active EE | $1,296 | $2,399-46.0% | $3,162-59.0% | $3,192-59.4% |
| Admin fee / account holder | $653 | $2,818-76.8% | $3,356-80.5% | $4,297-84.8% |