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 | $49,369 | $117,381-57.9% | $99,443-50.4% | $152,861-67.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 18.34% | 31.87%-13.5pp | 30.72%-12.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $838 | $3,013-72.2% | $2,540-67.0% | $4,762-82.4% |
| Participant deferral / active EE | $3,478 | $4,086-14.9% | $3,619-3.9% | $5,850-40.6% |
| Admin fee / account holder | $2,448 | $7,631-67.9% | $6,250-60.8% | $11,596-78.9% |