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 | $29,861 | $81,248-63.2% | $155,509-80.8% | $80,856-63.1% |
| Participation rate | 74.7% | 66.2%+8.4pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 11.15% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $623 | $3,100-79.9% | $4,672-86.7% | $2,755-77.4% |
| Participant deferral / active EE | $5,294 | $3,452+53.4% | $5,626-5.9% | $4,296+23.2% |
| Admin fee / account holder | $2,717 | $7,997-66.0% | $15,912-82.9% | $6,918-60.7% |