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 | $21,677 | $65,365-66.8% | $92,893-76.7% | $72,985-70.3% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.6pp |
| Annual return | 20.31% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $633 | $2,594-75.6% | $3,653-82.7% | $2,440-74.0% |
| Participant deferral / active EE | $1,959 | $3,128-37.4% | $4,236-53.7% | $3,607-45.7% |
| Admin fee / account holder | $1,020 | $4,251-76.0% | $5,794-82.4% | $5,124-80.1% |