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 | $36,765 | $79,944-54.0% | $98,439-62.7% | $75,163-51.1% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 19.26% | 19.75%-0.5pp | 21.16%-1.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $619 | $2,264-72.7% | $3,048-79.7% | $2,670-76.8% |
| Participant deferral / active EE | $2,826 | $3,752-24.7% | $4,738-40.3% | $4,125-31.5% |
| Admin fee / account holder | $2,082 | $6,840-69.6% | $8,948-76.7% | $5,651-63.2% |