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 | $76,407-71.0% | $150,298-85.2% | $82,448-73.1% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 16.27% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $825 | $2,614-68.4% | $4,154-80.1% | $2,551-67.7% |
| Participant deferral / active EE | $1,653 | $3,214-48.6% | $5,453-69.7% | $4,139-60.1% |
| Admin fee / account holder | $315 | $6,352-95.0% | $14,116-97.8% | $7,234-95.6% |