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 | $12,590 | $37,426-66.4% | $77,482-83.8% | $79,858-84.2% |
| Participation rate | 83.9% | 41.5%+42.4pp | 54.2%+29.7pp | 69.6%+14.2pp |
| Annual return | 14.02% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $273 | $637-57.0% | $986-72.3% | $2,471-88.9% |
| Participant deferral / active EE | $984 | $1,260-21.9% | $1,861-47.1% | $3,740-73.7% |
| Admin fee / account holder | $1,253 | $2,504-50.0% | $2,858-56.2% | $5,306-76.4% |