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 | $31,628 | $158,817-80.1% | $121,196-73.9% | $135,375-76.6% |
| Participation rate | 94.7% | 79.3%+15.4pp | 71.7%+23.0pp | 82.6%+12.1pp |
| Annual return | 7.92% | -0.64%+8.6pp | 16.93%-9.0pp | 519.73%-511.8pp |
| Employer contribution / active EE | $712 | $5,665-87.4% | $4,022-82.3% | $4,779-85.1% |
| Participant deferral / active EE | $1,780 | $4,005-55.6% | $3,344-46.8% | $5,609-68.3% |
| Admin fee / account holder | $1,291 | $6,512-80.2% | $5,019-74.3% | $10,827-88.1% |