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 | $17,299 | $80,717-78.6% | $154,803-88.8% | $84,808-79.6% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 20.23% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,199 | $2,761-56.6% | $4,305-72.2% | $2,631-54.4% |
| Participant deferral / active EE | $2,658 | $3,303-19.5% | $5,540-52.0% | $4,212-36.9% |
| Admin fee / account holder | $520 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |