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 6-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 | $20,748 | $111,754-81.4% | $103,333-79.9% | $145,922-85.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 21.41% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $920 | $4,212-78.2% | $3,868-76.2% | $4,660-80.2% |
| Participant deferral / active EE | $4,101 | $5,619-27.0% | $5,057-18.9% | $6,688-38.7% |
| Admin fee / account holder | $3,859 | $9,750-60.4% | $8,355-53.8% | $13,397-71.2% |