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 | $17,198 | $53,127-67.6% | $86,590-80.1% | $70,131-75.5% |
| Participation rate | 80.6% | 65.3%+15.3pp | 73.5%+7.1pp | 69.5%+11.1pp |
| Annual return | 14.79% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,299 | $2,068-37.2% | $2,839-54.3% | $2,342-44.6% |
| Participant deferral / active EE | $2,640 | $2,696-2.1% | $3,609-26.8% | $3,332-20.8% |
| Admin fee / account holder | $8,998 | $3,585+151.0% | $4,906+83.4% | $4,645+93.7% |