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 | $15,766 | $77,899-79.8% | $149,673-89.5% | $75,163-79.0% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.1pp | 67.2%+30.6pp |
| Annual return | 16.28% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,988 | $3,137-36.6% | $4,818-58.7% | $2,670-25.5% |
| Participant deferral / active EE | $1,740 | $3,411-49.0% | $5,680-69.4% | $4,125-57.8% |
| Admin fee / account holder | $1,021 | $5,956-82.9% | $13,210-92.3% | $5,651-81.9% |