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 | $24,967 | $58,828-57.6% | $77,999-68.0% | $62,891-60.3% |
| Participation rate | 96.4% | 71.1%+25.3pp | 75.5%+20.8pp | 69.3%+27.1pp |
| Annual return | 5.87% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $392 | $1,672-76.6% | $2,470-84.1% | $2,281-82.8% |
| Participant deferral / active EE | $1,600 | $2,686-40.4% | $3,497-54.2% | $3,203-50.0% |
| Admin fee / account holder | $939 | $4,393-78.6% | $5,480-82.9% | $4,296-78.1% |