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 | $14,655 | $57,990-74.7% | $76,284-80.8% | $80,874-81.9% |
| Participation rate | 88.8% | 73.7%+15.0pp | 79.2%+9.5pp | 67.6%+21.1pp |
| Annual return | 13.38% | 15.89%-2.5pp | 13.77%-0.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,466 | $3,565-58.9% | $4,585-68.0% | $2,756-46.8% |
| Participant deferral / active EE | $3,699 | $3,814-3.0% | $5,478-32.5% | $4,297-13.9% |
| Admin fee / account holder | $906 | $5,668-84.0% | $5,131-82.3% | $6,935-86.9% |