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 | $40,683 | $77,899-47.8% | $149,673-72.8% | $75,163-45.9% |
| Participation rate | 80.9% | 65.6%+15.3pp | 78.8%+2.1pp | 67.2%+13.7pp |
| Annual return | 16.50% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $795 | $3,137-74.6% | $4,818-83.5% | $2,670-70.2% |
| Participant deferral / active EE | $3,583 | $3,411+5.1% | $5,680-36.9% | $4,125-13.1% |
| Admin fee / account holder | $9,429 | $5,956+58.3% | $13,210-28.6% | $5,651+66.9% |