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 | $19,161 | $91,190-79.0% | $178,490-89.3% | $79,858-76.0% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.1pp |
| Annual return | 11.28% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $631 | $3,256-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,506 | $3,236-53.5% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $7,420 | $6,751+9.9% | $13,984-46.9% | $5,306+39.8% |