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 | $24,054 | $81,248-70.4% | $155,509-84.5% | $80,856-70.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $809 | $3,100-73.9% | $4,672-82.7% | $2,755-70.6% |
| Participant deferral / active EE | $3,500 | $3,452+1.4% | $5,626-37.8% | $4,296-18.5% |
| Admin fee / account holder | $5,319 | $7,997-33.5% | $15,912-66.6% | $6,918-23.1% |