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 | $39,958 | $77,899-48.7% | $149,673-73.3% | $75,163-46.8% |
| Participation rate | 93.6% | 65.6%+28.0pp | 78.8%+14.9pp | 67.2%+26.4pp |
| Annual return | 16.19% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $976 | $3,137-68.9% | $4,818-79.7% | $2,670-63.4% |
| Participant deferral / active EE | $3,445 | $3,411+1.0% | $5,680-39.3% | $4,125-16.5% |
| Admin fee / account holder | $2,358 | $5,956-60.4% | $13,210-82.1% | $5,651-58.3% |