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 | $13,864 | $76,000-81.8% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+28.9pp |
| Annual return | 7.36% | 30.32%-23.0pp | 735.12%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,915 | $3,351-42.9% | $5,298-63.9% | $2,381-19.6% |
| Participant deferral / active EE | $2,340 | $3,175-26.3% | $5,081-53.9% | $3,470-32.6% |
| Admin fee / account holder | $1,795 | $5,596-67.9% | $13,411-86.6% | $4,888-63.3% |