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 | $13,887 | $103,949-86.6% | $69,182-79.9% | $273,961-94.9% |
| Participation rate | 95.2% | 67.4%+27.9pp | 55.1%+40.1pp | 83.0%+12.2pp |
| Annual return | 5.24% | 35.28%-30.0pp | -21.93%+27.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $474 | $1,783-73.4% | $1,206-60.7% | $4,869-90.3% |
| Participant deferral / active EE | $687 | $2,716-74.7% | $1,897-63.8% | $5,287-87.0% |
| Admin fee / account holder | $652 | $3,671-82.2% | $2,697-75.8% | $10,132-93.6% |