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 | $17,727 | $77,634-77.2% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 7.26% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,352 | $3,444-60.7% | $5,501-75.4% | $2,281-40.7% |
| Participant deferral / active EE | $922 | $3,045-69.7% | $4,871-81.1% | $3,203-71.2% |
| Admin fee / account holder | $350 | $5,561-93.7% | $13,027-97.3% | $4,296-91.8% |