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 | $45,922 | $76,367-39.9% | $93,606-50.9% | $72,985-37.1% |
| Participation rate | 81.1% | 71.7%+9.3pp | 75.8%+5.3pp | 69.5%+11.6pp |
| Annual return | 17.50% | 25.82%-8.3pp | 32.76%-15.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $516 | $2,275-77.3% | $2,718-81.0% | $2,440-78.9% |
| Participant deferral / active EE | $3,510 | $3,538-0.8% | $4,069-13.7% | $3,607-2.7% |
| Admin fee / account holder | $1,737 | $6,838-74.6% | $7,888-78.0% | $5,124-66.1% |