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 | $37,314 | $80,968-53.9% | $96,544-61.4% | $75,163-50.4% |
| Participation rate | 80.7% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.5pp |
| Annual return | 15.49% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $984 | $2,282-56.9% | $2,965-66.8% | $2,670-63.1% |
| Participant deferral / active EE | $4,326 | $3,928+10.1% | $4,851-10.8% | $4,125+4.9% |
| Admin fee / account holder | $2,179 | $6,724-67.6% | $8,252-73.6% | $5,651-61.4% |