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 | $12,933 | $49,177-73.7% | $79,464-83.7% | $64,186-79.9% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | 8.90% | -1.16%+10.1pp | 718.14%-709.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,746 | $2,076-15.9% | $2,800-37.7% | $2,381-26.7% |
| Participant deferral / active EE | $1,072 | $2,821-62.0% | $3,704-71.1% | $3,470-69.1% |
| Admin fee / account holder | $1,077 | $3,839-71.9% | $5,113-78.9% | $4,888-78.0% |