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 | $21,637 | $65,365-66.9% | $92,893-76.7% | $72,985-70.4% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 20.50% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $923 | $2,594-64.4% | $3,653-74.7% | $2,440-62.2% |
| Participant deferral / active EE | $1,915 | $3,128-38.8% | $4,236-54.8% | $3,607-46.9% |
| Admin fee / account holder | $3,341 | $4,251-21.4% | $5,794-42.3% | $5,124-34.8% |