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 | $43,793 | $72,492-39.6% | $87,100-49.7% | $72,985-40.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 23.12% | 24.46%-1.3pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $519 | $1,894-72.6% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $2,076 | $3,270-36.5% | $4,049-48.7% | $3,607-42.4% |
| Admin fee / account holder | $3,658 | $5,055-27.6% | $7,497-51.2% | $5,124-28.6% |