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 | $16,537 | $53,127-68.9% | $86,590-80.9% | $70,131-76.4% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+20.0pp | 69.5%+24.0pp |
| Annual return | 33.97% | 27.66%+6.3pp | 964.84%-930.9pp | 73.14%-39.2pp |
| Employer contribution / active EE | $973 | $2,068-52.9% | $2,839-65.7% | $2,342-58.5% |
| Participant deferral / active EE | $3,095 | $2,696+14.8% | $3,609-14.2% | $3,332-7.1% |
| Admin fee / account holder | $724 | $3,585-79.8% | $4,906-85.3% | $4,645-84.4% |