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 | $24,674 | $89,355-72.4% | $141,162-82.5% | $72,985-66.2% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.5%-3.4pp | 69.5%+9.6pp |
| Annual return | 19.24% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $841 | $3,114-73.0% | $4,735-82.2% | $2,440-65.5% |
| Participant deferral / active EE | $2,427 | $5,418-55.2% | $6,709-63.8% | $3,607-32.7% |
| Admin fee / account holder | $1,402 | $5,958-76.5% | $10,261-86.3% | $5,124-72.6% |