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 | $23,573 | $77,899-69.7% | $149,673-84.3% | $75,163-68.6% |
| Participation rate | 87.9% | 65.6%+22.3pp | 78.8%+9.1pp | 67.2%+20.7pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $864 | $3,137-72.5% | $4,818-82.1% | $2,670-67.6% |
| Participant deferral / active EE | $3,701 | $3,411+8.5% | $5,680-34.8% | $4,125-10.3% |
| Admin fee / account holder | $1,918 | $5,956-67.8% | $13,210-85.5% | $5,651-66.1% |