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 | $21,986 | $77,899-71.8% | $149,673-85.3% | $75,163-70.7% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+4.9pp | 67.2%+16.5pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $810 | $3,137-74.2% | $4,818-83.2% | $2,670-69.7% |
| Participant deferral / active EE | $3,708 | $3,411+8.7% | $5,680-34.7% | $4,125-10.1% |
| Admin fee / account holder | $1,089 | $5,956-81.7% | $13,210-91.8% | $5,651-80.7% |