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 | $45,268 | $80,717-43.9% | $154,803-70.8% | $84,808-46.6% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.0pp | 68.3%+7.7pp |
| Annual return | 13.62% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,038 | $2,761-62.4% | $4,305-75.9% | $2,631-60.5% |
| Participant deferral / active EE | $2,378 | $3,303-28.0% | $5,540-57.1% | $4,212-43.5% |
| Admin fee / account holder | $382 | $6,746-94.3% | $14,329-97.3% | $7,344-94.8% |