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 | $21,609 | $54,705-60.5% | $71,209-69.7% | $84,808-74.5% |
| Participation rate | 75.5% | 64.1%+11.4pp | 73.8%+1.7pp | 68.3%+7.2pp |
| Annual return | 13.82% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $859 | $2,158-60.2% | $2,721-68.4% | $2,631-67.3% |
| Participant deferral / active EE | $2,076 | $3,030-31.5% | $4,175-50.3% | $4,212-50.7% |
| Admin fee / account holder | $4,476 | $4,863-8.0% | $5,349-16.3% | $7,344-39.1% |