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 | $44,476 | $81,460-45.4% | $103,333-57.0% | $80,856-45.0% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 10.91% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $923 | $3,105-70.3% | $3,868-76.1% | $2,755-66.5% |
| Participant deferral / active EE | $2,788 | $3,869-27.9% | $5,057-44.9% | $4,296-35.1% |
| Admin fee / account holder | $2,019 | $6,566-69.3% | $8,355-75.8% | $6,918-70.8% |