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 | $27,538 | $91,190-69.8% | $178,490-84.6% | $79,858-65.5% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 11.38% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $893 | $3,256-72.6% | $5,011-82.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,888 | $3,236-10.8% | $5,202-44.5% | $3,740-22.8% |
| Admin fee / account holder | $796 | $6,751-88.2% | $13,984-94.3% | $5,306-85.0% |