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 | $27,338 | $95,416-71.3% | $185,823-85.3% | $85,850-68.2% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 15.54% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,579 | $3,314-52.3% | $5,167-69.4% | $2,565-38.4% |
| Participant deferral / active EE | $1,972 | $3,423-42.4% | $5,568-64.6% | $3,952-50.1% |
| Admin fee / account holder | $459 | $7,213-93.6% | $16,237-97.2% | $6,260-92.7% |