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 | $17,990 | $84,233-78.6% | $170,442-89.4% | $70,131-74.3% |
| Participation rate | 94.0% | 70.8%+23.2pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.93%-191.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,450 | $3,387-57.2% | $5,433-73.3% | $2,342-38.1% |
| Participant deferral / active EE | $1,903 | $3,086-38.3% | $4,939-61.5% | $3,332-42.9% |
| Admin fee / account holder | $6,728 | $5,698+18.1% | $13,880-51.5% | $4,645+44.8% |