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 | $26,656 | $80,717-67.0% | $154,803-82.8% | $84,808-68.6% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $413 | $2,761-85.0% | $4,305-90.4% | $2,631-84.3% |
| Participant deferral / active EE | $1,053 | $3,303-68.1% | $5,540-81.0% | $4,212-75.0% |
| Admin fee / account holder | $2,014 | $6,746-70.1% | $14,329-85.9% | $7,344-72.6% |