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 | $22,139 | $48,076-54.0% | $78,689-71.9% | $62,891-64.8% |
| Participation rate | 83.8% | 65.2%+18.5pp | 73.6%+10.2pp | 69.3%+14.4pp |
| Annual return | 11.14% | 31.35%-20.2pp | 62.18%-51.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $689 | $2,015-65.8% | $2,851-75.8% | $2,281-69.8% |
| Participant deferral / active EE | $2,362 | $2,588-8.7% | $3,517-32.8% | $3,203-26.2% |
| Admin fee / account holder | $458 | $3,207-85.7% | $4,510-89.8% | $4,296-89.3% |