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 | $18,547 | $46,869-60.4% | $122,332-84.8% | $70,131-73.6% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 19.11% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $589 | $1,288-54.2% | $4,050-85.4% | $2,342-74.8% |
| Participant deferral / active EE | $1,739 | $2,166-19.7% | $3,287-47.1% | $3,332-47.8% |
| Admin fee / account holder | $349 | $3,322-89.5% | $5,478-93.6% | $4,645-92.5% |