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 | $38,233 | $76,367-49.9% | $93,606-59.2% | $72,985-47.6% |
| Participation rate | 81.4% | 71.7%+9.6pp | 75.8%+5.6pp | 69.5%+11.9pp |
| Annual return | 17.64% | 25.82%-8.2pp | 32.76%-15.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $497 | $2,275-78.2% | $2,718-81.7% | $2,440-79.6% |
| Participant deferral / active EE | $2,208 | $3,538-37.6% | $4,069-45.7% | $3,607-38.8% |
| Admin fee / account holder | $3,383 | $6,838-50.5% | $7,888-57.1% | $5,124-34.0% |