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 | $27,813 | $109,881-74.7% | $150,045-81.5% | $84,808-67.2% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 22.30% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $845 | $3,561-76.3% | $4,693-82.0% | $2,631-67.9% |
| Participant deferral / active EE | $3,286 | $6,636-50.5% | $7,997-58.9% | $4,212-22.0% |
| Admin fee / account holder | $1,707 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |