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 | $45,573 | $63,346-28.1% | $92,233-50.6% | $70,131-35.0% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 17.98% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $732 | $2,471-70.4% | $3,679-80.1% | $2,342-68.8% |
| Participant deferral / active EE | $2,044 | $2,854-28.4% | $3,897-47.6% | $3,332-38.7% |
| Admin fee / account holder | $1,072 | $3,840-72.1% | $5,194-79.4% | $4,645-76.9% |