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 | $49,611 | $117,983-58.0% | $101,794-51.3% | $142,382-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.38% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $542 | $2,773-80.5% | $2,289-76.3% | $4,299-87.4% |
| Participant deferral / active EE | $2,710 | $4,714-42.5% | $4,084-33.6% | $6,507-58.4% |
| Admin fee / account holder | $1,296 | $10,433-87.6% | $8,777-85.2% | $12,624-89.7% |