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 | $25,743 | $63,764-59.6% | $81,930-68.6% | $79,858-67.8% |
| Participation rate | 96.0% | 67.5%+28.5pp | 72.0%+24.0pp | 69.6%+26.4pp |
| Annual return | 12.38% | 22.66%-10.3pp | 29.49%-17.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $887 | $1,795-50.6% | $4,310-79.4% | $2,471-64.1% |
| Participant deferral / active EE | $1,165 | $2,780-58.1% | $7,107-83.6% | $3,740-68.8% |
| Admin fee / account holder | $2,255 | $4,426-49.1% | $5,158-56.3% | $5,306-57.5% |