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 | $54,665 | $109,881-50.3% | $150,045-63.6% | $84,808-35.5% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 15.94% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $948 | $3,561-73.4% | $4,693-79.8% | $2,631-64.0% |
| Participant deferral / active EE | $3,252 | $6,636-51.0% | $7,997-59.3% | $4,212-22.8% |
| Admin fee / account holder | $1,310 | $8,568-84.7% | $13,435-90.3% | $7,344-82.2% |