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 | $15,536 | $81,248-80.9% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 82.2% | 66.2%+16.0pp | 78.2%+4.0pp | 67.6%+14.6pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $485 | $3,100-84.4% | $4,672-89.6% | $2,755-82.4% |
| Participant deferral / active EE | $2,481 | $3,452-28.1% | $5,626-55.9% | $4,296-42.2% |
| Admin fee / account holder | $9,477 | $7,997+18.5% | $15,912-40.4% | $6,918+37.0% |