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 | $17,954 | $81,248-77.9% | $155,509-88.5% | $80,856-77.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 16.85% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $628 | $3,100-79.8% | $4,672-86.6% | $2,755-77.2% |
| Participant deferral / active EE | $1,434 | $3,452-58.5% | $5,626-74.5% | $4,296-66.6% |
| Admin fee / account holder | $1,668 | $7,997-79.1% | $15,912-89.5% | $6,918-75.9% |