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 | $40,416 | $58,828-31.3% | $77,999-48.2% | $62,891-35.7% |
| Participation rate | 89.1% | 71.1%+18.1pp | 75.5%+13.6pp | 69.3%+19.8pp |
| Annual return | 5.29% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $753 | $1,672-55.0% | $2,470-69.5% | $2,281-67.0% |
| Participant deferral / active EE | $1,768 | $2,686-34.2% | $3,497-49.4% | $3,203-44.8% |
| Admin fee / account holder | $2,523 | $4,393-42.6% | $5,480-54.0% | $4,296-41.3% |