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 | $41,415 | $81,208-49.0% | $98,907-58.1% | $79,858-48.1% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 11.95% | 60.99%-49.0pp | 196.43%-184.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $432 | $1,960-77.9% | $2,689-83.9% | $2,471-82.5% |
| Participant deferral / active EE | $2,221 | $3,265-32.0% | $4,244-47.7% | $3,740-40.6% |
| Admin fee / account holder | $1,549 | $6,013-74.2% | $6,642-76.7% | $5,306-70.8% |