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 | $16,085 | $84,233-80.9% | $170,442-90.6% | $70,131-77.1% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+9.9pp | 69.5%+24.0pp |
| Annual return | 16.51% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,377 | $3,387-59.3% | $5,433-74.7% | $2,342-41.2% |
| Participant deferral / active EE | $2,083 | $3,086-32.5% | $4,939-57.8% | $3,332-37.5% |
| Admin fee / account holder | $3,501 | $5,698-38.6% | $13,880-74.8% | $4,645-24.6% |