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 | $17,810 | $85,202-79.1% | $172,739-89.7% | $72,985-75.6% |
| Participation rate | 70.5% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.0pp |
| Annual return | 19.20% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $422 | $3,324-87.3% | $5,143-91.8% | $2,440-82.7% |
| Participant deferral / active EE | $1,109 | $3,260-66.0% | $5,198-78.7% | $3,607-69.3% |
| Admin fee / account holder | $4,620 | $5,884-21.5% | $13,954-66.9% | $5,124-9.8% |