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 | $37,505 | $74,927-49.9% | $101,794-63.2% | $84,808-55.8% |
| Participation rate | 85.4% | 61.4%+24.0pp | 69.2%+16.2pp | 68.3%+17.1pp |
| Annual return | 19.93% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $729 | $1,522-52.1% | $2,289-68.1% | $2,631-72.3% |
| Participant deferral / active EE | $3,415 | $3,099+10.2% | $4,084-16.4% | $4,212-18.9% |
| Admin fee / account holder | $1,276 | $6,514-80.4% | $8,777-85.5% | $7,344-82.6% |