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 | $40,663 | $61,605-34.0% | $112,229-63.8% | $75,163-45.9% |
| Participation rate | 77.2% | 61.7%+15.5pp | 72.4%+4.7pp | 67.2%+10.0pp |
| Annual return | 16.65% | 28.47%-11.8pp | 30.20%-13.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $821 | $2,015-59.3% | $3,430-76.1% | $2,670-69.2% |
| Participant deferral / active EE | $3,732 | $3,108+20.1% | $4,798-22.2% | $4,125-9.5% |
| Admin fee / account holder | $2,229 | $4,862-54.2% | $7,748-71.2% | $5,651-60.6% |