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 | $8,510 | $33,120-74.3% | $40,757-79.1% | $59,632-85.7% |
| Participation rate | 92.8% | 70.7%+22.1pp | 79.3%+13.5pp | 68.7%+24.1pp |
| Annual return | 122.33% | 1.43%+120.9pp | -0.50%+122.8pp | 2041.28%-1919.0pp |
| Employer contribution / active EE | $1,099 | $2,119-48.1% | $3,004-63.4% | $2,203-50.1% |
| Participant deferral / active EE | $1,963 | $2,513-21.9% | $3,485-43.7% | $3,192-38.5% |
| Admin fee / account holder | $527 | $2,449-78.5% | $4,272-87.7% | $4,297-87.7% |