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 | $15,698 | $81,248-80.7% | $155,509-89.9% | $80,856-80.6% |
| Participation rate | 78.9% | 66.2%+12.6pp | 78.2%+0.7pp | 67.6%+11.2pp |
| Annual return | 18.58% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,421 | $3,100-21.9% | $4,672-48.2% | $2,755-12.1% |
| Participant deferral / active EE | $3,516 | $3,452+1.9% | $5,626-37.5% | $4,296-18.1% |
| Admin fee / account holder | $2,786 | $7,997-65.2% | $15,912-82.5% | $6,918-59.7% |