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 | $37,621 | $95,803-60.7% | $113,168-66.8% | $84,808-55.6% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 12.80% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $823 | $2,360-65.1% | $2,975-72.3% | $2,631-68.7% |
| Participant deferral / active EE | $2,170 | $4,242-48.9% | $5,107-57.5% | $4,212-48.5% |
| Admin fee / account holder | $4,826 | $8,989-46.3% | $12,068-60.0% | $7,344-34.3% |