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 | $19,164 | $81,233-76.4% | $155,567-87.7% | $80,874-76.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 10.77% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $886 | $3,101-71.4% | $4,674-81.1% | $2,756-67.9% |
| Participant deferral / active EE | $2,612 | $3,452-24.3% | $5,628-53.6% | $4,297-39.2% |
| Admin fee / account holder | $1,173 | $7,998-85.3% | $15,916-92.6% | $6,935-83.1% |