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 | $41,913 | $63,861-34.4% | $104,607-59.9% | $79,858-47.5% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 14.33% | 21.30%-7.0pp | 340.46%-326.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $870 | $1,588-45.2% | $2,681-67.5% | $2,471-64.8% |
| Participant deferral / active EE | $1,978 | $2,693-26.6% | $3,740-47.1% | $3,740-47.1% |
| Admin fee / account holder | $636 | $4,185-84.8% | $6,473-90.2% | $5,306-88.0% |