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 | $19,359 | $64,480-70.0% | $81,382-76.2% | $80,856-76.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 69.5%+15.9pp | 67.6%+17.7pp |
| Annual return | 48.12% | 16.34%+31.8pp | 24.73%+23.4pp | 35.59%+12.5pp |
| Employer contribution / active EE | $888 | $1,978-55.1% | $2,463-63.9% | $2,755-67.8% |
| Participant deferral / active EE | $2,119 | $3,094-31.5% | $3,883-45.4% | $4,296-50.7% |
| Admin fee / account holder | $422 | $5,671-92.6% | $5,768-92.7% | $6,918-93.9% |