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 6-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 | $18,959 | $77,634-75.6% | $156,549-87.9% | $62,891-69.9% |
| Participation rate | 78.7% | 71.2%+7.5pp | 84.0%-5.3pp | 69.3%+9.4pp |
| Annual return | 5.06% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $798 | $3,444-76.8% | $5,501-85.5% | $2,281-65.0% |
| Participant deferral / active EE | $1,633 | $3,045-46.4% | $4,871-66.5% | $3,203-49.0% |
| Admin fee / account holder | $2,230 | $5,561-59.9% | $13,027-82.9% | $4,296-48.1% |