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 | $23,733 | $35,183-32.5% | $73,545-67.7% | $70,131-66.2% |
| Participation rate | 73.0% | 42.9%+30.0pp | 54.9%+18.0pp | 69.5%+3.4pp |
| Annual return | 17.48% | 26.90%-9.4pp | -15.16%+32.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $505 | $709-28.8% | $1,219-58.6% | $2,342-78.5% |
| Participant deferral / active EE | $1,411 | $1,220+15.7% | $1,806-21.9% | $3,332-57.6% |
| Admin fee / account holder | $1,694 | $2,302-26.4% | $2,320-27.0% | $4,645-63.5% |