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 | $16,823 | $84,233-80.0% | $170,442-90.1% | $70,131-76.0% |
| Participation rate | 91.8% | 70.8%+20.9pp | 83.6%+8.2pp | 69.5%+22.2pp |
| Annual return | 17.31% | 23.06%-5.8pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,064 | $3,387-68.6% | $5,433-80.4% | $2,342-54.6% |
| Participant deferral / active EE | $847 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $1,200 | $5,698-78.9% | $13,880-91.4% | $4,645-74.2% |