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 | $39,807 | $72,492-45.1% | $87,100-54.3% | $72,985-45.5% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 20.58% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $652 | $1,894-65.6% | $2,521-74.2% | $2,440-73.3% |
| Participant deferral / active EE | $3,945 | $3,270+20.7% | $4,049-2.6% | $3,607+9.4% |
| Admin fee / account holder | $1,739 | $5,055-65.6% | $7,497-76.8% | $5,124-66.1% |