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 | $22,921 | $54,705-58.1% | $71,209-67.8% | $84,808-73.0% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 16.61% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $556 | $2,158-74.3% | $2,721-79.6% | $2,631-78.9% |
| Participant deferral / active EE | $1,669 | $3,030-44.9% | $4,175-60.0% | $4,212-60.4% |
| Admin fee / account holder | $1,521 | $4,863-68.7% | $5,349-71.6% | $7,344-79.3% |