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 | $23,062 | $56,054-58.9% | $171,082-86.5% | $62,891-63.3% |
| Participation rate | 91.8% | 62.9%+29.0pp | 76.7%+15.1pp | 69.3%+22.5pp |
| Annual return | 6.63% | 22.52%-15.9pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $703 | $1,731-59.4% | $4,002-82.4% | $2,281-69.2% |
| Participant deferral / active EE | $1,446 | $3,158-54.2% | $4,797-69.9% | $3,203-54.9% |
| Admin fee / account holder | $3,987 | $3,647+9.3% | $8,520-53.2% | $4,296-7.2% |