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 | $13,742 | $62,573-78.0% | $85,682-84.0% | $85,850-84.0% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.9%+27.6pp | 69.3%+28.2pp |
| Annual return | 12.08% | 23.77%-11.7pp | 21.49%-9.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,292 | $1,757-26.4% | $2,618-50.7% | $2,565-49.6% |
| Participant deferral / active EE | $1,204 | $2,802-57.0% | $3,923-69.3% | $3,952-69.5% |
| Admin fee / account holder | $1,788 | $4,640-61.5% | $6,873-74.0% | $6,260-71.4% |