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 | $27,984 | $81,460-65.6% | $103,333-72.9% | $80,856-65.4% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 11.07% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $991 | $3,105-68.1% | $3,868-74.4% | $2,755-64.0% |
| Participant deferral / active EE | $4,255 | $3,869+10.0% | $5,057-15.9% | $4,296-1.0% |
| Admin fee / account holder | $633 | $6,566-90.4% | $8,355-92.4% | $6,918-90.9% |