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 | $10,124 | $76,407-86.7% | $150,298-93.3% | $82,448-87.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 17.64% | 39.99%-22.4pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $620 | $2,614-76.3% | $4,154-85.1% | $2,551-75.7% |
| Participant deferral / active EE | $2,930 | $3,214-8.8% | $5,453-46.3% | $4,139-29.2% |
| Admin fee / account holder | $1,770 | $6,352-72.1% | $14,116-87.5% | $7,234-75.5% |