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 | $19,560 | $57,354-65.9% | $83,848-76.7% | $64,186-69.5% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | 5.39% | 11.38%-6.0pp | 850.88%-845.5pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,605 | $2,545-36.9% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $2,584 | $2,993-13.7% | $4,082-36.7% | $3,470-25.5% |
| Admin fee / account holder | $678 | $4,046-83.3% | $5,478-87.6% | $4,888-86.1% |