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 | $36,075 | $83,477-56.8% | $125,175-71.2% | $72,985-50.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 22.72% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $857 | $2,345-63.5% | $3,865-77.8% | $2,440-64.9% |
| Participant deferral / active EE | $2,169 | $3,585-39.5% | $4,937-56.1% | $3,607-39.9% |
| Admin fee / account holder | $996 | $5,517-81.9% | $9,702-89.7% | $5,124-80.6% |