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 | $20,918 | $76,552-72.7% | $123,892-83.1% | $62,891-66.7% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 8.08% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,174 | $2,883-59.3% | $4,617-74.6% | $2,281-48.5% |
| Participant deferral / active EE | $2,244 | $4,840-53.6% | $5,984-62.5% | $3,203-29.9% |
| Admin fee / account holder | $1,149 | $4,826-76.2% | $8,357-86.2% | $4,296-73.2% |