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 7-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 | $16,793 | $40,256-58.3% | $57,343-70.7% | $59,632-71.8% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 68.7%+19.3pp |
| Annual return | 2.43% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $530 | $1,922-72.4% | $2,689-80.3% | $2,203-75.9% |
| Participant deferral / active EE | $1,972 | $2,399-17.8% | $3,162-37.6% | $3,192-38.2% |
| Admin fee / account holder | $303 | $2,818-89.2% | $3,356-91.0% | $4,297-92.9% |