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 | $23,433 | $77,634-69.8% | $156,549-85.0% | $62,891-62.7% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.1pp | 69.3%+16.8pp |
| Annual return | 5.85% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $795 | $3,444-76.9% | $5,501-85.5% | $2,281-65.1% |
| Participant deferral / active EE | $2,706 | $3,045-11.2% | $4,871-44.5% | $3,203-15.5% |
| Admin fee / account holder | $2,636 | $5,561-52.6% | $13,027-79.8% | $4,296-38.6% |