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 | $27,152 | $103,376-73.7% | $87,100-68.8% | $152,861-82.2% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 16.59% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $649 | $3,220-79.9% | $2,521-74.3% | $4,762-86.4% |
| Participant deferral / active EE | $1,609 | $4,778-66.3% | $4,049-60.3% | $5,850-72.5% |
| Admin fee / account holder | $14,055 | $12,205+15.2% | $7,497+87.5% | $11,596+21.2% |