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 | $14,794 | $117,983-87.5% | $101,794-85.5% | $142,382-89.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 15.13% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $875 | $2,773-68.5% | $2,289-61.8% | $4,299-79.7% |
| Participant deferral / active EE | $1,501 | $4,714-68.1% | $4,084-63.2% | $6,507-76.9% |
| Admin fee / account holder | $475 | $10,433-95.5% | $8,777-94.6% | $12,624-96.2% |