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 | $16,478 | $81,248-79.7% | $155,509-89.4% | $80,856-79.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 16.39% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,231 | $3,100-28.0% | $4,672-52.3% | $2,755-19.0% |
| Participant deferral / active EE | $1,496 | $3,452-56.6% | $5,626-73.4% | $4,296-65.2% |
| Admin fee / account holder | $1,183 | $7,997-85.2% | $15,912-92.6% | $6,918-82.9% |