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 | $20,292 | $54,705-62.9% | $71,209-71.5% | $84,808-76.1% |
| Participation rate | 94.8% | 64.1%+30.8pp | 73.8%+21.1pp | 68.3%+26.5pp |
| Annual return | 16.42% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,379 | $2,158-36.1% | $2,721-49.3% | $2,631-47.6% |
| Participant deferral / active EE | $2,051 | $3,030-32.3% | $4,175-50.9% | $4,212-51.3% |
| Admin fee / account holder | $3,767 | $4,863-22.5% | $5,349-29.6% | $7,344-48.7% |