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 | $23,297 | $48,046-51.5% | $84,611-72.5% | $72,985-68.1% |
| Participation rate | 74.0% | 57.6%+16.4pp | 68.2%+5.8pp | 69.5%+4.5pp |
| Annual return | 23.45% | 37.38%-13.9pp | 258.74%-235.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $259 | $1,602-83.8% | $2,652-90.2% | $2,440-89.4% |
| Participant deferral / active EE | $1,546 | $2,680-42.3% | $3,899-60.4% | $3,607-57.2% |
| Admin fee / account holder | $1,131 | $3,395-66.7% | $4,912-77.0% | $5,124-77.9% |