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 | $27,157 | $135,635-80.0% | $110,238-75.4% | $135,375-79.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | 0.10% | 513.19%-513.1pp | 314.74%-314.6pp | 519.73%-519.6pp |
| Employer contribution / active EE | $935 | $4,906-80.9% | $3,826-75.6% | $4,779-80.4% |
| Participant deferral / active EE | $2,387 | $5,506-56.6% | $4,672-48.9% | $5,609-57.4% |
| Admin fee / account holder | $1,549 | $11,457-86.5% | $8,547-81.9% | $10,827-85.7% |