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 | $42,522 | $48,076-11.6% | $78,689-46.0% | $62,891-32.4% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 8.83% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $831 | $2,015-58.7% | $2,851-70.8% | $2,281-63.5% |
| Participant deferral / active EE | $2,236 | $2,588-13.6% | $3,517-36.4% | $3,203-30.2% |
| Admin fee / account holder | $1,731 | $3,207-46.0% | $4,510-61.6% | $4,296-59.7% |