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 | $42,763 | $81,248-47.4% | $155,509-72.5% | $80,856-47.1% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 17.70% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $745 | $3,100-76.0% | $4,672-84.1% | $2,755-73.0% |
| Participant deferral / active EE | $3,389 | $3,452-1.8% | $5,626-39.8% | $4,296-21.1% |
| Admin fee / account holder | $1,209 | $7,997-84.9% | $15,912-92.4% | $6,918-82.5% |