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 | $43,640 | $72,492-39.8% | $87,100-49.9% | $72,985-40.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 33.35% | 24.46%+8.9pp | 28.19%+5.2pp | 81.00%-47.7pp |
| Employer contribution / active EE | $918 | $1,894-51.5% | $2,521-63.6% | $2,440-62.4% |
| Participant deferral / active EE | $2,783 | $3,270-14.9% | $4,049-31.3% | $3,607-22.9% |
| Admin fee / account holder | $1,077 | $5,055-78.7% | $7,497-85.6% | $5,124-79.0% |