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 | $47,998 | $79,944-40.0% | $98,439-51.2% | $75,163-36.1% |
| Participation rate | 70.8% | 70.4%+0.5pp | 75.2%-4.3pp | 67.2%+3.6pp |
| Annual return | 13.76% | 19.75%-6.0pp | 21.16%-7.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $698 | $2,264-69.1% | $3,048-77.1% | $2,670-73.8% |
| Participant deferral / active EE | $3,551 | $3,752-5.3% | $4,738-25.0% | $4,125-13.9% |
| Admin fee / account holder | $3,774 | $6,840-44.8% | $8,948-57.8% | $5,651-33.2% |