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 | $35,166 | $86,286-59.2% | $111,297-68.4% | $85,850-59.0% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 12.18% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $997 | $2,043-51.2% | $2,731-63.5% | $2,565-61.1% |
| Participant deferral / active EE | $2,733 | $3,641-24.9% | $4,487-39.1% | $3,952-30.8% |
| Admin fee / account holder | $1,245 | $8,188-84.8% | $7,964-84.4% | $6,260-80.1% |