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 | $41,089 | $80,717-49.1% | $154,803-73.5% | $84,808-51.6% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 18.21% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $837 | $2,761-69.7% | $4,305-80.6% | $2,631-68.2% |
| Participant deferral / active EE | $3,060 | $3,303-7.4% | $5,540-44.8% | $4,212-27.3% |
| Admin fee / account holder | $1,445 | $6,746-78.6% | $14,329-89.9% | $7,344-80.3% |