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 | $15,202 | $91,190-83.3% | $178,490-91.5% | $79,858-81.0% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 17.88% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,264 | $3,256-61.2% | $5,011-74.8% | $2,471-48.9% |
| Participant deferral / active EE | $1,824 | $3,236-43.6% | $5,202-64.9% | $3,740-51.2% |
| Admin fee / account holder | $1,327 | $6,751-80.3% | $13,984-90.5% | $5,306-75.0% |