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 | $27,832 | $84,233-67.0% | $170,442-83.7% | $70,131-60.3% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 19.47% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,129 | $3,387-66.7% | $5,433-79.2% | $2,342-51.8% |
| Participant deferral / active EE | $1,937 | $3,086-37.2% | $4,939-60.8% | $3,332-41.9% |
| Admin fee / account holder | $689 | $5,698-87.9% | $13,880-95.0% | $4,645-85.2% |