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 | $25,966 | $88,672-70.7% | $105,223-75.3% | $82,448-68.5% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,984 | $3,048-34.9% | $3,689-46.2% | $2,551-22.2% |
| Participant deferral / active EE | $2,737 | $4,036-32.2% | $5,072-46.0% | $4,139-33.9% |
| Admin fee / account holder | $1,885 | $7,146-73.6% | $8,859-78.7% | $7,234-73.9% |