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 | $9,724 | $76,407-87.3% | $150,298-93.5% | $82,448-88.2% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 17.42% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,134 | $2,614-56.6% | $4,154-72.7% | $2,551-55.6% |
| Participant deferral / active EE | $1,700 | $3,214-47.1% | $5,453-68.8% | $4,139-58.9% |
| Admin fee / account holder | $3,005 | $6,352-52.7% | $14,116-78.7% | $7,234-58.5% |