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 | $18,690 | $81,248-77.0% | $155,509-88.0% | $80,856-76.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.36% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,579 | $3,100-49.1% | $4,672-66.2% | $2,755-42.7% |
| Participant deferral / active EE | $1,230 | $3,452-64.4% | $5,626-78.1% | $4,296-71.4% |
| Admin fee / account holder | $3,846 | $7,997-51.9% | $15,912-75.8% | $6,918-44.4% |