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 | $18,280 | $140,578-87.0% | $100,671-81.8% | $125,391-85.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | 1.38% | 24.67%-23.3pp | 20.43%-19.0pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,615 | $5,965-72.9% | $4,012-59.8% | $4,866-66.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,048 | $6,716-84.4% | $4,850-78.4% | $9,540-89.0% |