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 | $38,779 | $111,754-65.3% | $103,333-62.5% | $145,922-73.4% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 17.66% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,352 | $4,212-67.9% | $3,868-65.0% | $4,660-71.0% |
| Participant deferral / active EE | $3,321 | $5,619-40.9% | $5,057-34.3% | $6,688-50.3% |
| Admin fee / account holder | $6,132 | $9,750-37.1% | $8,355-26.6% | $13,397-54.2% |