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 | $19,215 | $112,881-83.0% | $90,951-78.9% | $158,922-87.9% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 13.85% | 215.79%-201.9pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $673 | $2,893-76.7% | $2,122-68.3% | $4,761-85.9% |
| Participant deferral / active EE | $1,478 | $4,128-64.2% | $3,373-56.2% | $5,982-75.3% |
| Admin fee / account holder | $2,674 | $8,041-66.7% | $5,959-55.1% | $11,246-76.2% |