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 | $50,539 | $80,673-37.4% | $101,326-50.1% | $84,808-40.4% |
| Participation rate | 76.8% | 77.8%-1.0pp | 81.5%-4.7pp | 68.3%+8.5pp |
| Annual return | 16.12% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $795 | $2,698-70.5% | $3,665-78.3% | $2,631-69.8% |
| Participant deferral / active EE | $2,952 | $6,840-56.8% | $7,994-63.1% | $4,212-29.9% |
| Admin fee / account holder | $866 | $12,784-93.2% | $11,185-92.3% | $7,344-88.2% |