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 | $19,854 | $53,777-63.1% | $134,143-85.2% | $79,858-75.1% |
| Participation rate | 73.5% | 58.8%+14.8pp | 72.2%+1.4pp | 69.6%+3.9pp |
| Annual return | 14.91% | 19.01%-4.1pp | 36.33%-21.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $863 | $1,321-34.7% | $3,704-76.7% | $2,471-65.1% |
| Participant deferral / active EE | $1,632 | $2,420-32.6% | $3,499-53.4% | $3,740-56.4% |
| Admin fee / account holder | $1,530 | $3,984-61.6% | $6,684-77.1% | $5,306-71.2% |