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 | $20,684 | $65,365-68.4% | $92,893-77.7% | $72,985-71.7% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+25.0pp |
| Annual return | 23.09% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $871 | $2,594-66.4% | $3,653-76.2% | $2,440-64.3% |
| Participant deferral / active EE | $3,026 | $3,128-3.3% | $4,236-28.6% | $3,607-16.1% |
| Admin fee / account holder | $863 | $4,251-79.7% | $5,794-85.1% | $5,124-83.2% |