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 | $39,255 | $59,839-34.4% | $81,983-52.1% | $79,858-50.8% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.2%+17.0pp | 69.6%+16.6pp |
| Annual return | 20.36% | 17.56%+2.8pp | 41.31%-20.9pp | 31.71%-11.4pp |
| Employer contribution / active EE | $759 | $1,713-55.7% | $2,498-69.6% | $2,471-69.3% |
| Participant deferral / active EE | $3,035 | $2,695+12.6% | $3,722-18.5% | $3,740-18.9% |
| Admin fee / account holder | $453 | $4,287-89.4% | $5,664-92.0% | $5,306-91.5% |