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 | $28,543 | $74,927-61.9% | $101,794-72.0% | $84,808-66.3% |
| Participation rate | 78.9% | 61.4%+17.5pp | 69.2%+9.7pp | 68.3%+10.6pp |
| Annual return | 19.08% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $832 | $1,522-45.3% | $2,289-63.6% | $2,631-68.4% |
| Participant deferral / active EE | $1,701 | $3,099-45.1% | $4,084-58.3% | $4,212-59.6% |
| Admin fee / account holder | $1,202 | $6,514-81.5% | $8,777-86.3% | $7,344-83.6% |