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 | $22,828 | $55,706-59.0% | $75,886-69.9% | $72,985-68.7% |
| Participation rate | 91.7% | 61.1%+30.5pp | 69.3%+22.4pp | 69.5%+22.2pp |
| Annual return | 25.09% | 27.59%-2.5pp | 30.76%-5.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $417 | $1,687-75.3% | $2,500-83.3% | $2,440-82.9% |
| Participant deferral / active EE | $1,620 | $2,634-38.5% | $3,603-55.0% | $3,607-55.1% |
| Admin fee / account holder | $766 | $3,978-80.7% | $5,418-85.9% | $5,124-85.1% |