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 | $21,061 | $64,348-67.3% | $90,160-76.6% | $70,131-70.0% |
| Participation rate | 86.8% | 70.4%+16.4pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 19.69% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $562 | $2,046-72.5% | $3,318-83.1% | $2,342-76.0% |
| Participant deferral / active EE | $2,554 | $4,389-41.8% | $5,288-51.7% | $3,332-23.4% |
| Admin fee / account holder | $2,604 | $3,944-34.0% | $5,943-56.2% | $4,645-43.9% |