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 | $20,713 | $76,000-72.7% | $154,107-86.6% | $64,186-67.7% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | 18.37% | 30.32%-11.9pp | 735.12%-716.7pp | 7.63%+10.7pp |
| Employer contribution / active EE | $463 | $3,351-86.2% | $5,298-91.3% | $2,381-80.5% |
| Participant deferral / active EE | $3,536 | $3,175+11.4% | $5,081-30.4% | $3,470+1.9% |
| Admin fee / account holder | $1,536 | $5,596-72.6% | $13,411-88.5% | $4,888-68.6% |