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 | $15,032 | $81,248-81.5% | $155,509-90.3% | $80,856-81.4% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 16.22% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $826 | $3,100-73.4% | $4,672-82.3% | $2,755-70.0% |
| Participant deferral / active EE | $2,983 | $3,452-13.6% | $5,626-47.0% | $4,296-30.6% |
| Admin fee / account holder | $1,164 | $7,997-85.4% | $15,912-92.7% | $6,918-83.2% |