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 | $17,786 | $77,634-77.1% | $156,549-88.6% | $62,891-71.7% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 7.57% | 50.32%-42.7pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,651 | $3,444-52.1% | $5,501-70.0% | $2,281-27.6% |
| Participant deferral / active EE | $2,054 | $3,045-32.6% | $4,871-57.8% | $3,203-35.9% |
| Admin fee / account holder | $450 | $5,561-91.9% | $13,027-96.5% | $4,296-89.5% |