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 | $20,543 | $84,233-75.6% | $170,442-87.9% | $70,131-70.7% |
| Participation rate | 86.9% | 70.8%+16.1pp | 83.6%+3.3pp | 69.5%+17.3pp |
| Annual return | 17.88% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $818 | $3,387-75.8% | $5,433-84.9% | $2,342-65.1% |
| Participant deferral / active EE | $2,668 | $3,086-13.6% | $4,939-46.0% | $3,332-19.9% |
| Admin fee / account holder | $1,853 | $5,698-67.5% | $13,880-86.7% | $4,645-60.1% |