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 | $20,071 | $84,233-76.2% | $170,442-88.2% | $70,131-71.4% |
| Participation rate | 98.6% | 70.8%+27.7pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 14.17% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,072 | $3,387-68.3% | $5,433-80.3% | $2,342-54.2% |
| Participant deferral / active EE | $1,104 | $3,086-64.2% | $4,939-77.6% | $3,332-66.9% |
| Admin fee / account holder | $3,493 | $5,698-38.7% | $13,880-74.8% | $4,645-24.8% |