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 | $35,196 | $58,828-40.2% | $77,999-54.9% | $62,891-44.0% |
| Participation rate | 82.8% | 71.1%+11.7pp | 75.5%+7.2pp | 69.3%+13.5pp |
| Annual return | 8.77% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $893 | $1,672-46.6% | $2,470-63.9% | $2,281-60.9% |
| Participant deferral / active EE | $1,413 | $2,686-47.4% | $3,497-59.6% | $3,203-55.9% |
| Admin fee / account holder | $385 | $4,393-91.2% | $5,480-93.0% | $4,296-91.0% |