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 | $12,779 | $65,409-80.5% | $98,442-87.0% | $85,850-85.1% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.3%+19.8pp |
| Annual return | 11.88% | 21.76%-9.9pp | 1492.73%-1480.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $545 | $2,168-74.9% | $2,960-81.6% | $2,565-78.8% |
| Participant deferral / active EE | $2,006 | $3,166-36.6% | $4,276-53.1% | $3,952-49.2% |
| Admin fee / account holder | $420 | $4,593-90.9% | $5,949-92.9% | $6,260-93.3% |