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 | $28,144 | $84,233-66.6% | $170,442-83.5% | $70,131-59.9% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 17.25% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $878 | $3,387-74.1% | $5,433-83.8% | $2,342-62.5% |
| Participant deferral / active EE | $2,839 | $3,086-8.0% | $4,939-42.5% | $3,332-14.8% |
| Admin fee / account holder | $2,102 | $5,698-63.1% | $13,880-84.9% | $4,645-54.7% |