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 | $51,984 | $54,541-4.7% | $78,778-34.0% | $70,131-25.9% |
| Participation rate | 75.7% | 60.8%+14.9pp | 69.2%+6.5pp | 69.5%+6.1pp |
| Annual return | 29.73% | 21.07%+8.7pp | 35.62%-5.9pp | 73.14%-43.4pp |
| Employer contribution / active EE | $503 | $1,089-53.8% | $1,986-74.7% | $2,342-78.5% |
| Participant deferral / active EE | $2,900 | $2,210+31.2% | $2,958-2.0% | $3,332-12.9% |
| Admin fee / account holder | $454 | $3,709-87.8% | $5,134-91.2% | $4,645-90.2% |