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 | $39,062 | $72,277-46.0% | $101,248-61.4% | $79,858-51.1% |
| Participation rate | 74.2% | 68.5%+5.7pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | 14.49% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $910 | $2,692-66.2% | $3,660-75.1% | $2,471-63.2% |
| Participant deferral / active EE | $3,114 | $3,282-5.1% | $4,370-28.7% | $3,740-16.7% |
| Admin fee / account holder | $6,376 | $4,400+44.9% | $5,945+7.2% | $5,306+20.2% |