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 | $20,853 | $91,190-77.1% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 28.91% | 24.19%+4.7pp | 151.07%-122.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $738 | $3,256-77.3% | $5,011-85.3% | $2,471-70.1% |
| Participant deferral / active EE | $1,475 | $3,236-54.4% | $5,202-71.6% | $3,740-60.6% |
| Admin fee / account holder | $822 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |