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 | $23,770 | $91,190-73.9% | $178,490-86.7% | $79,858-70.2% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.6pp | 69.6%+10.7pp |
| Annual return | 12.49% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,544 | $3,256-52.6% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $2,245 | $3,236-30.6% | $5,202-56.8% | $3,740-40.0% |
| Admin fee / account holder | $812 | $6,751-88.0% | $13,984-94.2% | $5,306-84.7% |