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 | $41,404 | $46,869-11.7% | $122,332-66.2% | $70,131-41.0% |
| Participation rate | 73.7% | 58.2%+15.5pp | 71.6%+2.1pp | 69.5%+4.1pp |
| Annual return | 13.26% | 24.22%-11.0pp | 30.27%-17.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $687 | $1,288-46.7% | $4,050-83.0% | $2,342-70.7% |
| Participant deferral / active EE | $2,137 | $2,166-1.4% | $3,287-35.0% | $3,332-35.9% |
| Admin fee / account holder | $1,701 | $3,322-48.8% | $5,478-68.9% | $4,645-63.4% |