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 | $20,876 | $84,233-75.2% | $170,442-87.8% | $70,131-70.2% |
| Participation rate | 70.3% | 70.8%-0.5pp | 83.6%-13.3pp | 69.5%+0.8pp |
| Annual return | 14.16% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $634 | $3,387-81.3% | $5,433-88.3% | $2,342-72.9% |
| Participant deferral / active EE | $972 | $3,086-68.5% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $1,244 | $5,698-78.2% | $13,880-91.0% | $4,645-73.2% |