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 | $44,224 | $72,277-38.8% | $101,248-56.3% | $79,858-44.6% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 12.67% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $811 | $2,692-69.9% | $3,660-77.8% | $2,471-67.2% |
| Participant deferral / active EE | $2,964 | $3,282-9.7% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $8,525 | $4,400+93.7% | $5,945+43.4% | $5,306+60.6% |