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 | $18,384 | $81,248-77.4% | $155,509-88.2% | $80,856-77.3% |
| Participation rate | 92.5% | 66.2%+26.2pp | 78.2%+14.3pp | 67.6%+24.8pp |
| Annual return | 21.00% | 33.31%-12.3pp | 64.67%-43.7pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,358 | $3,100-56.2% | $4,672-70.9% | $2,755-50.7% |
| Participant deferral / active EE | $1,568 | $3,452-54.6% | $5,626-72.1% | $4,296-63.5% |
| Admin fee / account holder | $824 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |