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 | $32,506 | $86,929-62.6% | $102,423-68.3% | $80,856-59.8% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.6%+24.5pp |
| Annual return | 14.08% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $789 | $2,369-66.7% | $3,023-73.9% | $2,755-71.3% |
| Participant deferral / active EE | $2,341 | $4,118-43.2% | $5,053-53.7% | $4,296-45.5% |
| Admin fee / account holder | $319 | $8,049-96.0% | $9,451-96.6% | $6,918-95.4% |