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 | $20,236 | $53,127-61.9% | $86,590-76.6% | $70,131-71.1% |
| Participation rate | 94.5% | 65.3%+29.2pp | 73.5%+21.0pp | 69.5%+25.0pp |
| Annual return | 15.41% | 27.66%-12.3pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,060 | $2,068-0.4% | $2,839-27.4% | $2,342-12.0% |
| Participant deferral / active EE | $837 | $2,696-69.0% | $3,609-76.8% | $3,332-74.9% |
| Admin fee / account holder | $1,162 | $3,585-67.6% | $4,906-76.3% | $4,645-75.0% |