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 | $41,903 | $87,733-52.2% | $106,548-60.7% | $85,850-51.2% |
| Participation rate | 74.5% | 71.9%+2.5pp | 76.1%-1.7pp | 69.3%+5.2pp |
| Annual return | 29.26% | 21.86%+7.4pp | 26.80%+2.5pp | 318.53%-289.3pp |
| Employer contribution / active EE | $897 | $2,073-56.7% | $2,819-68.2% | $2,565-65.0% |
| Participant deferral / active EE | $1,688 | $3,469-51.3% | $4,398-61.6% | $3,952-57.3% |
| Admin fee / account holder | $3,542 | $6,767-47.7% | $7,407-52.2% | $6,260-43.4% |