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 | $16,187 | $74,888-78.4% | $71,209-77.3% | $142,382-88.6% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 19.37% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,393 | $2,854-16.2% | $2,721-12.1% | $4,299-44.3% |
| Participant deferral / active EE | $1,180 | $4,454-73.5% | $4,175-71.7% | $6,507-81.9% |
| Admin fee / account holder | $422 | $5,568-92.4% | $5,349-92.1% | $12,624-96.7% |