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 | $22,073 | $71,050-68.9% | $93,606-76.4% | $80,856-72.7% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.1pp | 67.6%+8.2pp |
| Annual return | 12.71% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $749 | $1,564-52.1% | $2,420-69.1% | $2,755-72.8% |
| Participant deferral / active EE | $1,534 | $4,034-62.0% | $4,411-65.2% | $4,296-64.3% |
| Admin fee / account holder | $3,638 | $6,945-47.6% | $8,285-56.1% | $6,918-47.4% |