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 | $24,286 | $84,233-71.2% | $170,442-85.8% | $70,131-65.4% |
| Participation rate | 86.5% | 70.8%+15.7pp | 83.6%+2.9pp | 69.5%+16.9pp |
| Annual return | 15.15% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,451 | $3,387-57.2% | $5,433-73.3% | $2,342-38.1% |
| Participant deferral / active EE | $1,975 | $3,086-36.0% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $384 | $5,698-93.3% | $13,880-97.2% | $4,645-91.7% |