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 | $15,220 | $84,233-81.9% | $170,442-91.1% | $70,131-78.3% |
| Participation rate | 95.7% | 70.8%+24.8pp | 83.6%+12.1pp | 69.5%+26.1pp |
| Annual return | 20.08% | 23.06%-3.0pp | 205.93%-185.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $659 | $3,387-80.5% | $5,433-87.9% | $2,342-71.8% |
| Participant deferral / active EE | $4,728 | $3,086+53.2% | $4,939-4.3% | $3,332+41.9% |
| Admin fee / account holder | $2,047 | $5,698-64.1% | $13,880-85.2% | $4,645-55.9% |