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 | $22,807 | $76,407-70.2% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 15.45% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $828 | $2,614-68.3% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $2,071 | $3,214-35.6% | $5,453-62.0% | $4,139-50.0% |
| Admin fee / account holder | $1,496 | $6,352-76.4% | $14,116-89.4% | $7,234-79.3% |