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 | $42,058 | $48,076-12.5% | $78,689-46.6% | $62,891-33.1% |
| Participation rate | 83.1% | 65.2%+17.8pp | 73.6%+9.5pp | 69.3%+13.7pp |
| Annual return | 12.58% | 31.35%-18.8pp | 62.18%-49.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $419 | $2,015-79.2% | $2,851-85.3% | $2,281-81.6% |
| Participant deferral / active EE | $2,810 | $2,588+8.6% | $3,517-20.1% | $3,203-12.3% |
| Admin fee / account holder | $1,811 | $3,207-43.5% | $4,510-59.9% | $4,296-57.9% |