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 | $18,165 | $84,233-78.4% | $170,442-89.3% | $70,131-74.1% |
| Participation rate | 78.8% | 70.8%+8.0pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 12.93% | 23.06%-10.1pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,134 | $3,387-66.5% | $5,433-79.1% | $2,342-51.6% |
| Participant deferral / active EE | $1,814 | $3,086-41.2% | $4,939-63.3% | $3,332-45.6% |
| Admin fee / account holder | $1,764 | $5,698-69.0% | $13,880-87.3% | $4,645-62.0% |