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 | $9,163 | $53,516-82.9% | $126,539-92.8% | $84,808-89.2% |
| Participation rate | 96.0% | 58.2%+37.8pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 22.39% | 58.34%-36.0pp | 425.95%-403.6pp | 40.90%-18.5pp |
| Employer contribution / active EE | $964 | $1,535-37.2% | $3,674-73.8% | $2,631-63.4% |
| Participant deferral / active EE | $1,739 | $2,671-34.9% | $4,083-57.4% | $4,212-58.7% |
| Admin fee / account holder | $346 | $4,497-92.3% | $6,065-94.3% | $7,344-95.3% |