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 | $67,401 | $93,571-28.0% | $135,903-50.4% | $75,163-10.3% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 17.18% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $852 | $3,537-75.9% | $4,856-82.4% | $2,670-68.1% |
| Participant deferral / active EE | $6,070 | $6,404-5.2% | $7,758-21.8% | $4,125+47.2% |
| Admin fee / account holder | $3,754 | $6,975-46.2% | $10,762-65.1% | $5,651-33.6% |