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 | $33,107 | $52,580-37.0% | $71,671-53.8% | $70,131-52.8% |
| Participation rate | 77.8% | 60.9%+16.9pp | 68.7%+9.0pp | 69.5%+8.2pp |
| Annual return | 16.49% | 20.25%-3.8pp | 20.65%-4.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $444 | $1,616-72.5% | $2,460-82.0% | $2,342-81.1% |
| Participant deferral / active EE | $1,687 | $2,386-29.3% | $3,438-50.9% | $3,332-49.4% |
| Admin fee / account holder | $456 | $3,653-87.5% | $5,558-91.8% | $4,645-90.2% |