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 | $13,994 | $108,172-87.1% | $77,482-81.9% | $158,922-91.2% |
| Participation rate | 95.2% | 64.4%+30.8pp | 54.2%+41.1pp | 82.0%+13.3pp |
| Annual return | 16.77% | 31.67%-14.9pp | 54.79%-38.0pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,057 | $1,325-20.2% | $986+7.2% | $4,761-77.8% |
| Participant deferral / active EE | $1,179 | $2,456-52.0% | $1,861-36.7% | $5,982-80.3% |
| Admin fee / account holder | $700 | $3,708-81.1% | $2,858-75.5% | $11,246-93.8% |