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 8-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 | $20,012 | $110,257-81.9% | $96,544-79.3% | $139,434-85.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 11.55% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $840 | $3,620-76.8% | $2,965-71.7% | $4,751-82.3% |
| Participant deferral / active EE | $3,273 | $5,548-41.0% | $4,851-32.5% | $6,710-51.2% |
| Admin fee / account holder | $4,310 | $11,591-62.8% | $8,252-47.8% | $11,403-62.2% |