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 | $30,829 | $77,314-60.1% | $177,989-82.7% | $80,856-61.9% |
| Participation rate | 93.9% | 65.7%+28.2pp | 77.1%+16.9pp | 67.6%+26.3pp |
| Annual return | 12.27% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $708 | $2,292-69.1% | $3,949-82.1% | $2,755-74.3% |
| Participant deferral / active EE | $2,577 | $4,411-41.6% | $6,276-58.9% | $4,296-40.0% |
| Admin fee / account holder | $7,349 | $7,191+2.2% | $10,363-29.1% | $6,918+6.2% |