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 | $39,253 | $46,869-16.2% | $122,332-67.9% | $70,131-44.0% |
| Participation rate | 91.7% | 58.2%+33.5pp | 71.6%+20.0pp | 69.5%+22.1pp |
| Annual return | 14.71% | 24.22%-9.5pp | 30.27%-15.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $757 | $1,288-41.2% | $4,050-81.3% | $2,342-67.7% |
| Participant deferral / active EE | $1,376 | $2,166-36.5% | $3,287-58.1% | $3,332-58.7% |
| Admin fee / account holder | $1,659 | $3,322-50.1% | $5,478-69.7% | $4,645-64.3% |