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 | $54,970 | $77,899-29.4% | $149,673-63.3% | $75,163-26.9% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 17.78% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $983 | $3,137-68.7% | $4,818-79.6% | $2,670-63.2% |
| Participant deferral / active EE | $2,282 | $3,411-33.1% | $5,680-59.8% | $4,125-44.7% |
| Admin fee / account holder | $771 | $5,956-87.1% | $13,210-94.2% | $5,651-86.4% |