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 | $30,474 | $46,869-35.0% | $122,332-75.1% | $70,131-56.5% |
| Participation rate | 75.3% | 58.2%+17.1pp | 71.6%+3.7pp | 69.5%+5.8pp |
| Annual return | 14.22% | 24.22%-10.0pp | 30.27%-16.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $901 | $1,288-30.1% | $4,050-77.8% | $2,342-61.6% |
| Participant deferral / active EE | $1,839 | $2,166-15.1% | $3,287-44.1% | $3,332-44.8% |
| Admin fee / account holder | $7,787 | $3,322+134.4% | $5,478+42.1% | $4,645+67.6% |