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 | $23,876 | $77,899-69.3% | $149,673-84.0% | $75,163-68.2% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.2pp | 67.2%+28.7pp |
| Annual return | 20.99% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,072 | $3,137-65.8% | $4,818-77.7% | $2,670-59.8% |
| Participant deferral / active EE | $3,077 | $3,411-9.8% | $5,680-45.8% | $4,125-25.4% |
| Admin fee / account holder | $558 | $5,956-90.6% | $13,210-95.8% | $5,651-90.1% |