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 | $46,378 | $72,012-35.6% | $185,823-75.0% | $79,858-41.9% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 18.50% | 23.12%-4.6pp | 35.95%-17.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $636 | $1,965-67.6% | $4,087-84.4% | $2,471-74.3% |
| Participant deferral / active EE | $3,190 | $3,779-15.6% | $5,632-43.4% | $3,740-14.7% |
| Admin fee / account holder | $795 | $4,513-82.4% | $9,500-91.6% | $5,306-85.0% |