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 | $24,435 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 10.42% | 24.19%-13.8pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $503 | $3,256-84.6% | $5,011-90.0% | $2,471-79.6% |
| Participant deferral / active EE | $2,207 | $3,236-31.8% | $5,202-57.6% | $3,740-41.0% |
| Admin fee / account holder | $1,094 | $6,751-83.8% | $13,984-92.2% | $5,306-79.4% |