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 | $38,308 | $70,475-45.6% | $100,516-61.9% | $79,858-52.0% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 18.35% | 21.90%-3.5pp | 30.89%-12.5pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,571 | $2,165-27.4% | $3,418-54.0% | $2,471-36.4% |
| Participant deferral / active EE | $2,339 | $5,181-54.8% | $6,270-62.7% | $3,740-37.4% |
| Admin fee / account holder | $1,950 | $4,478-56.5% | $8,081-75.9% | $5,306-63.2% |