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 | $33,408 | $78,705-57.6% | $117,854-71.7% | $70,131-52.4% |
| Participation rate | 80.4% | 73.2%+7.2pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 18.52% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $607 | $2,223-72.7% | $3,786-84.0% | $2,342-74.1% |
| Participant deferral / active EE | $3,010 | $3,297-8.7% | $4,482-32.8% | $3,332-9.6% |
| Admin fee / account holder | $380 | $5,065-92.5% | $8,020-95.3% | $4,645-91.8% |