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 | $19,061 | $77,634-75.4% | $156,549-87.8% | $62,891-69.7% |
| Participation rate | 74.1% | 71.2%+2.9pp | 84.0%-9.9pp | 69.3%+4.8pp |
| Annual return | 5.04% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,010 | $3,444-70.7% | $5,501-81.6% | $2,281-55.7% |
| Participant deferral / active EE | $1,362 | $3,045-55.3% | $4,871-72.0% | $3,203-57.5% |
| Admin fee / account holder | $699 | $5,561-87.4% | $13,027-94.6% | $4,296-83.7% |