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 | $18,118 | $85,202-78.7% | $172,739-89.5% | $72,985-75.2% |
| Participation rate | 84.4% | 70.1%+14.4pp | 82.6%+1.8pp | 69.5%+15.0pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $544 | $3,324-83.6% | $5,143-89.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,206 | $3,260-63.0% | $5,198-76.8% | $3,607-66.6% |
| Admin fee / account holder | $944 | $5,884-84.0% | $13,954-93.2% | $5,124-81.6% |