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 | $23,507 | $54,762-57.1% | $90,281-74.0% | $72,985-67.8% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 18.78% | 30.63%-11.9pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $987 | $2,092-52.8% | $2,854-65.4% | $2,440-59.6% |
| Participant deferral / active EE | $2,477 | $2,887-14.2% | $3,885-36.3% | $3,607-31.3% |
| Admin fee / account holder | $1,433 | $3,972-63.9% | $5,351-73.2% | $5,124-72.0% |