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 | $21,082 | $81,248-74.1% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 26.39% | 33.31%-6.9pp | 64.67%-38.3pp | 35.59%-9.2pp |
| Employer contribution / active EE | $1,931 | $3,100-37.7% | $4,672-58.7% | $2,755-29.9% |
| Participant deferral / active EE | $1,143 | $3,452-66.9% | $5,626-79.7% | $4,296-73.4% |
| Admin fee / account holder | $891 | $7,997-88.9% | $15,912-94.4% | $6,918-87.1% |