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 8-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 | $45,458 | $74,927-39.3% | $101,794-55.3% | $84,808-46.4% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.2%+8.4pp | 68.3%+9.3pp |
| Annual return | 17.28% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $595 | $1,522-60.9% | $2,289-74.0% | $2,631-77.4% |
| Participant deferral / active EE | $3,003 | $3,099-3.1% | $4,084-26.5% | $4,212-28.7% |
| Admin fee / account holder | $4,180 | $6,514-35.8% | $8,777-52.4% | $7,344-43.1% |