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 | $19,658 | $91,190-78.4% | $178,490-89.0% | $79,858-75.4% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 14.18% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $483 | $3,256-85.2% | $5,011-90.4% | $2,471-80.4% |
| Participant deferral / active EE | $1,082 | $3,236-66.6% | $5,202-79.2% | $3,740-71.1% |
| Admin fee / account holder | $712 | $6,751-89.4% | $13,984-94.9% | $5,306-86.6% |