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 | $18,309 | $76,407-76.0% | $150,298-87.8% | $82,448-77.8% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 16.64% | 39.99%-23.4pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,282 | $2,614-51.0% | $4,154-69.1% | $2,551-49.7% |
| Participant deferral / active EE | $2,330 | $3,214-27.5% | $5,453-57.3% | $4,139-43.7% |
| Admin fee / account holder | $553 | $6,352-91.3% | $14,116-96.1% | $7,234-92.4% |