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 | $41,800 | $91,037-54.1% | $71,671-41.7% | $147,584-71.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 13.38% | 20.48%-7.1pp | 20.65%-7.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $878 | $3,327-73.6% | $2,460-64.3% | $4,876-82.0% |
| Participant deferral / active EE | $2,406 | $4,498-46.5% | $3,438-30.0% | $5,439-55.8% |
| Admin fee / account holder | $5,263 | $8,613-38.9% | $5,558-5.3% | $10,885-51.7% |