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 | $22,644 | $81,233-72.1% | $155,567-85.4% | $80,874-72.0% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.6pp |
| Annual return | 15.91% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $837 | $3,101-73.0% | $4,674-82.1% | $2,756-69.6% |
| Participant deferral / active EE | $2,532 | $3,452-26.7% | $5,628-55.0% | $4,297-41.1% |
| Admin fee / account holder | $1,038 | $7,998-87.0% | $15,916-93.5% | $6,935-85.0% |