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 | $46,810 | $71,050-34.1% | $93,606-50.0% | $80,856-42.1% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 13.51% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $988 | $1,564-36.8% | $2,420-59.2% | $2,755-64.1% |
| Participant deferral / active EE | $2,945 | $4,034-27.0% | $4,411-33.2% | $4,296-31.4% |
| Admin fee / account holder | $1,868 | $6,945-73.1% | $8,285-77.4% | $6,918-73.0% |