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 | $46,674 | $78,926-40.9% | $136,749-65.9% | $84,808-45.0% |
| Participation rate | 86.0% | 62.2%+23.9pp | 72.1%+13.9pp | 68.3%+17.7pp |
| Annual return | 13.34% | 18.17%-4.8pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $833 | $2,134-61.0% | $3,400-75.5% | $2,631-68.3% |
| Participant deferral / active EE | $3,518 | $3,168+11.0% | $4,692-25.0% | $4,212-16.5% |
| Admin fee / account holder | $3,125 | $6,369-50.9% | $11,386-72.6% | $7,344-57.4% |