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 | $25,553 | $58,828-56.6% | $77,999-67.2% | $62,891-59.4% |
| Participation rate | 85.4% | 71.1%+14.3pp | 75.5%+9.8pp | 69.3%+16.1pp |
| Annual return | 8.61% | 17.16%-8.5pp | 425.96%-417.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $686 | $1,672-59.0% | $2,470-72.2% | $2,281-69.9% |
| Participant deferral / active EE | $3,176 | $2,686+18.2% | $3,497-9.2% | $3,203-0.9% |
| Admin fee / account holder | $324 | $4,393-92.6% | $5,480-94.1% | $4,296-92.4% |