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 | $95,453-60.6% | $112,040-66.4% | $82,448-54.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 12.80% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $823 | $2,318-64.5% | $2,954-72.1% | $2,551-67.7% |
| Participant deferral / active EE | $2,170 | $4,224-48.6% | $5,098-57.4% | $4,139-47.6% |
| Admin fee / account holder | $4,826 | $9,013-46.5% | $12,098-60.1% | $7,234-33.3% |