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 | $48,992 | $67,606-27.5% | $82,313-40.5% | $70,131-30.1% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 14.94% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $580 | $1,755-67.0% | $2,428-76.1% | $2,342-75.2% |
| Participant deferral / active EE | $3,644 | $2,987+22.0% | $3,706-1.7% | $3,332+9.4% |
| Admin fee / account holder | $301 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |