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 | $24,254 | $77,503-68.7% | $100,391-75.8% | $80,856-70.0% |
| Participation rate | 77.1% | 76.9%+0.2pp | 81.5%-4.3pp | 67.6%+9.5pp |
| Annual return | 13.53% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $593 | $2,801-78.8% | $3,942-85.0% | $2,755-78.5% |
| Participant deferral / active EE | $4,324 | $6,820-36.6% | $8,082-46.5% | $4,296+0.7% |
| Admin fee / account holder | $336 | $5,897-94.3% | $7,899-95.7% | $6,918-95.1% |