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 | $14,719 | $65,409-77.5% | $98,442-85.0% | $85,850-82.9% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 26.18% | 21.76%+4.4pp | 1492.73%-1466.5pp | 318.53%-292.4pp |
| Employer contribution / active EE | $444 | $2,168-79.5% | $2,960-85.0% | $2,565-82.7% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $624 | $4,593-86.4% | $5,949-89.5% | $6,260-90.0% |