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 | $22,431 | $78,672-71.5% | $109,143-79.4% | $85,850-73.9% |
| Participation rate | 73.4% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.1pp |
| Annual return | 14.88% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $917 | $2,735-66.5% | $3,722-75.4% | $2,565-64.2% |
| Participant deferral / active EE | $2,959 | $3,467-14.7% | $4,653-36.4% | $3,952-25.1% |
| Admin fee / account holder | $341 | $5,469-93.8% | $6,752-95.0% | $6,260-94.6% |