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 | $47,097 | $53,127-11.4% | $86,590-45.6% | $70,131-32.8% |
| Participation rate | 73.8% | 65.3%+8.5pp | 73.5%+0.3pp | 69.5%+4.3pp |
| Annual return | 20.70% | 27.66%-7.0pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $660 | $2,068-68.1% | $2,839-76.8% | $2,342-71.8% |
| Participant deferral / active EE | $2,603 | $2,696-3.4% | $3,609-27.9% | $3,332-21.9% |
| Admin fee / account holder | $714 | $3,585-80.1% | $4,906-85.4% | $4,645-84.6% |