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 | $51,539 | $53,127-3.0% | $86,590-40.5% | $70,131-26.5% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 17.27% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $607 | $2,068-70.7% | $2,839-78.6% | $2,342-74.1% |
| Participant deferral / active EE | $1,470 | $2,696-45.5% | $3,609-59.3% | $3,332-55.9% |
| Admin fee / account holder | $2,505 | $3,585-30.1% | $4,906-48.9% | $4,645-46.1% |