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 | $29,110 | $58,512-50.2% | $84,015-65.4% | $72,985-60.1% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.1pp |
| Annual return | 23.45% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $950 | $1,163-18.3% | $1,983-52.1% | $2,440-61.1% |
| Participant deferral / active EE | $1,961 | $2,394-18.1% | $3,239-39.4% | $3,607-45.6% |
| Admin fee / account holder | $2,047 | $4,569-55.2% | $6,101-66.5% | $5,124-60.1% |