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 | $19,047 | $80,717-76.4% | $154,803-87.7% | $84,808-77.5% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.3pp | 68.3%+21.0pp |
| Annual return | 14.63% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $971 | $2,761-64.8% | $4,305-77.4% | $2,631-63.1% |
| Participant deferral / active EE | $1,838 | $3,303-44.4% | $5,540-66.8% | $4,212-56.4% |
| Admin fee / account holder | $1,892 | $6,746-72.0% | $14,329-86.8% | $7,344-74.2% |