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 | $17,173 | $76,000-77.4% | $154,107-88.9% | $64,186-73.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | 19.47% | 30.32%-10.9pp | 735.12%-715.7pp | 7.63%+11.8pp |
| Employer contribution / active EE | $798 | $3,351-76.2% | $5,298-84.9% | $2,381-66.5% |
| Participant deferral / active EE | $3,431 | $3,175+8.1% | $5,081-32.5% | $3,470-1.1% |
| Admin fee / account holder | $2,133 | $5,596-61.9% | $13,411-84.1% | $4,888-56.4% |