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 | $35,044 | $69,977-49.9% | $108,579-67.7% | $62,891-44.3% |
| Participation rate | 91.0% | 72.9%+18.1pp | 79.6%+11.5pp | 69.3%+21.7pp |
| Annual return | 12.73% | 10.73%+2.0pp | -51.70%+64.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $941 | $2,135-55.9% | $3,758-75.0% | $2,281-58.8% |
| Participant deferral / active EE | $1,783 | $3,165-43.7% | $4,311-58.6% | $3,203-44.3% |
| Admin fee / account holder | $1,432 | $5,076-71.8% | $7,645-81.3% | $4,296-66.7% |