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 | $20,419 | $52,380-61.0% | $98,755-79.3% | $85,850-76.2% |
| Participation rate | 80.7% | 58.0%+22.7pp | 65.7%+15.0pp | 69.3%+11.4pp |
| Annual return | 12.55% | 25.82%-13.3pp | 49.91%-37.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $574 | $1,337-57.1% | $2,067-72.2% | $2,565-77.6% |
| Participant deferral / active EE | $976 | $2,101-53.6% | $3,035-67.8% | $3,952-75.3% |
| Admin fee / account holder | $479 | $3,865-87.6% | $4,076-88.2% | $6,260-92.3% |