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 | $46,630 | $80,717-42.2% | $154,803-69.9% | $84,808-45.0% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 17.35% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $935 | $2,761-66.2% | $4,305-78.3% | $2,631-64.5% |
| Participant deferral / active EE | $2,483 | $3,303-24.8% | $5,540-55.2% | $4,212-41.0% |
| Admin fee / account holder | $2,591 | $6,746-61.6% | $14,329-81.9% | $7,344-64.7% |