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 | $44,626 | $81,248-45.1% | $155,509-71.3% | $80,856-44.8% |
| Participation rate | 76.1% | 66.2%+9.9pp | 78.2%-2.1pp | 67.6%+8.4pp |
| Annual return | 13.53% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $879 | $3,100-71.6% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $3,917 | $3,452+13.5% | $5,626-30.4% | $4,296-8.8% |
| Admin fee / account holder | $3,735 | $7,997-53.3% | $15,912-76.5% | $6,918-46.0% |