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 | $22,188 | $80,717-72.5% | $154,803-85.7% | $84,808-73.8% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 16.27% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $825 | $2,761-70.1% | $4,305-80.8% | $2,631-68.6% |
| Participant deferral / active EE | $1,653 | $3,303-49.9% | $5,540-70.2% | $4,212-60.7% |
| Admin fee / account holder | $315 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |