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 | $17,242 | $53,127-67.5% | $86,590-80.1% | $70,131-75.4% |
| Participation rate | 93.2% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 25.72% | 27.66%-1.9pp | 964.84%-939.1pp | 73.14%-47.4pp |
| Employer contribution / active EE | $793 | $2,068-61.6% | $2,839-72.1% | $2,342-66.1% |
| Participant deferral / active EE | $1,719 | $2,696-36.2% | $3,609-52.4% | $3,332-48.4% |
| Admin fee / account holder | $5,711 | $3,585+59.3% | $4,906+16.4% | $4,645+22.9% |