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 | $38,051 | $84,233-54.8% | $170,442-77.7% | $70,131-45.7% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 16.06% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $862 | $3,387-74.5% | $5,433-84.1% | $2,342-63.2% |
| Participant deferral / active EE | $2,543 | $3,086-17.6% | $4,939-48.5% | $3,332-23.7% |
| Admin fee / account holder | $990 | $5,698-82.6% | $13,880-92.9% | $4,645-78.7% |