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 | $22,841 | $95,416-76.1% | $185,823-87.7% | $85,850-73.4% |
| Participation rate | 94.4% | 68.8%+25.7pp | 81.7%+12.7pp | 69.3%+25.1pp |
| Annual return | 18.38% | 23.59%-5.2pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $879 | $3,314-73.5% | $5,167-83.0% | $2,565-65.7% |
| Participant deferral / active EE | $2,450 | $3,423-28.4% | $5,568-56.0% | $3,952-38.0% |
| Admin fee / account holder | $410 | $7,213-94.3% | $16,237-97.5% | $6,260-93.5% |