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 | $41,591 | $48,076-13.5% | $78,689-47.1% | $62,891-33.9% |
| Participation rate | 79.2% | 65.2%+14.0pp | 73.6%+5.6pp | 69.3%+9.9pp |
| Annual return | 9.25% | 31.35%-22.1pp | 62.18%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $2,851-68.1% | $2,281-60.1% |
| Participant deferral / active EE | $2,333 | $2,588-9.9% | $3,517-33.7% | $3,203-27.2% |
| Admin fee / account holder | $4,297 | $3,207+34.0% | $4,510-4.7% | $4,2960% |