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 | $19,732 | $177,572-88.9% | $154,803-87.3% | $142,382-86.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 12.29% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,816 | $4,810-62.2% | $4,305-57.8% | $4,299-57.8% |
| Participant deferral / active EE | $2,210 | $6,272-64.8% | $5,540-60.1% | $6,507-66.0% |
| Admin fee / account holder | $3,215 | $16,786-80.8% | $14,329-77.6% | $12,624-74.5% |