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 | $36,861 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 15.22% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $801 | $3,137-74.5% | $4,818-83.4% | $2,670-70.0% |
| Participant deferral / active EE | $2,507 | $3,411-26.5% | $5,680-55.9% | $4,125-39.2% |
| Admin fee / account holder | $1,463 | $5,956-75.4% | $13,210-88.9% | $5,651-74.1% |