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 | $52,788 | $62,672-15.8% | $185,117-71.5% | $70,131-24.7% |
| Participation rate | 83.0% | 63.8%+19.2pp | 77.3%+5.8pp | 69.5%+13.5pp |
| Annual return | 20.62% | 40.79%-20.2pp | 40.50%-19.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $415 | $1,753-76.4% | $4,182-90.1% | $2,342-82.3% |
| Participant deferral / active EE | $2,092 | $3,272-36.1% | $5,045-58.5% | $3,332-37.2% |
| Admin fee / account holder | $2,634 | $3,932-33.0% | $8,159-67.7% | $4,645-43.3% |