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 | $14,690 | $77,899-81.1% | $149,673-90.2% | $75,163-80.5% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 30.93% | 31.72%-0.8pp | 134.42%-103.5pp | 160.62%-129.7pp |
| Employer contribution / active EE | $902 | $3,137-71.2% | $4,818-81.3% | $2,670-66.2% |
| Participant deferral / active EE | $2,578 | $3,411-24.4% | $5,680-54.6% | $4,125-37.5% |
| Admin fee / account holder | $1,474 | $5,956-75.3% | $13,210-88.8% | $5,651-73.9% |