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 | $32,423 | $53,777-39.7% | $134,143-75.8% | $79,858-59.4% |
| Participation rate | 81.1% | 58.8%+22.3pp | 72.2%+8.9pp | 69.6%+11.4pp |
| Annual return | 18.61% | 19.01%-0.4pp | 36.33%-17.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $666 | $1,321-49.6% | $3,704-82.0% | $2,471-73.0% |
| Participant deferral / active EE | $1,888 | $2,420-22.0% | $3,499-46.0% | $3,740-49.5% |
| Admin fee / account holder | $831 | $3,984-79.1% | $6,684-87.6% | $5,306-84.3% |