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 | $20,851 | $124,281-83.2% | $109,143-80.9% | $167,490-87.6% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 12.96% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,095 | $4,207-50.2% | $3,722-43.7% | $4,837-56.7% |
| Participant deferral / active EE | $3,279 | $5,255-37.6% | $4,653-29.5% | $6,341-48.3% |
| Admin fee / account holder | $1,103 | $7,970-86.2% | $6,752-83.7% | $12,309-91.0% |