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 | $11,692 | $51,576-77.3% | $129,207-91.0% | $80,856-85.5% |
| Participation rate | 73.3% | 57.0%+16.4pp | 69.6%+3.7pp | 67.6%+5.7pp |
| Annual return | 13.28% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $726 | $1,584-54.2% | $4,153-82.5% | $2,755-73.6% |
| Participant deferral / active EE | $1,862 | $2,669-30.2% | $4,168-55.3% | $4,296-56.7% |
| Admin fee / account holder | $2,374 | $4,305-44.8% | $7,715-69.2% | $6,918-65.7% |