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 | $23,600 | $53,127-55.6% | $86,590-72.7% | $70,131-66.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 14.79% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,016 | $2,068-50.9% | $2,839-64.2% | $2,342-56.6% |
| Participant deferral / active EE | $1,974 | $2,696-26.8% | $3,609-45.3% | $3,332-40.7% |
| Admin fee / account holder | $539 | $3,585-85.0% | $4,906-89.0% | $4,645-88.4% |