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 | $71,625 | $72,277-0.9% | $101,248-29.3% | $79,858-10.3% |
| Participation rate | 84.2% | 68.5%+15.8pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | 13.86% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $877 | $2,692-67.4% | $3,660-76.0% | $2,471-64.5% |
| Participant deferral / active EE | $3,270 | $3,282-0.4% | $4,370-25.2% | $3,740-12.6% |
| Admin fee / account holder | $1,492 | $4,400-66.1% | $5,945-74.9% | $5,306-71.9% |