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 | $14,210 | $67,894-79.1% | $89,340-84.1% | $82,448-82.8% |
| Participation rate | 83.9% | 64.0%+19.9pp | 69.6%+14.4pp | 68.1%+15.9pp |
| Annual return | 18.19% | 19.21%-1.0pp | 20.57%-2.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $375 | $1,828-79.5% | $2,231-83.2% | $2,551-85.3% |
| Participant deferral / active EE | $1,600 | $3,072-47.9% | $3,823-58.1% | $4,139-61.3% |
| Admin fee / account holder | $1,576 | $5,723-72.5% | $6,704-76.5% | $7,234-78.2% |