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 | $23,883 | $74,927-68.1% | $101,794-76.5% | $84,808-71.8% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.2%+18.5pp | 68.3%+19.4pp |
| Annual return | 14.62% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $812 | $1,522-46.6% | $2,289-64.5% | $2,631-69.1% |
| Participant deferral / active EE | $3,041 | $3,099-1.9% | $4,084-25.5% | $4,212-27.8% |
| Admin fee / account holder | $4,607 | $6,514-29.3% | $8,777-47.5% | $7,344-37.3% |