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 | $35,186 | $94,031-62.6% | $115,768-69.6% | $82,448-57.3% |
| Participation rate | 82.6% | 70.4%+12.1pp | 74.4%+8.2pp | 68.1%+14.5pp |
| Annual return | 14.55% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $797 | $2,323-65.7% | $2,940-72.9% | $2,551-68.8% |
| Participant deferral / active EE | $2,233 | $3,972-43.8% | $4,917-54.6% | $4,139-46.0% |
| Admin fee / account holder | $4,424 | $10,249-56.8% | $12,439-64.4% | $7,234-38.9% |