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 | $21,227 | $77,899-72.8% | $149,673-85.8% | $75,163-71.8% |
| Participation rate | 94.6% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 15.61% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $863 | $3,137-72.5% | $4,818-82.1% | $2,670-67.7% |
| Participant deferral / active EE | $2,243 | $3,411-34.2% | $5,680-60.5% | $4,125-45.6% |
| Admin fee / account holder | $4,172 | $5,956-30.0% | $13,210-68.4% | $5,651-26.2% |