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 | $39,626 | $65,365-39.4% | $92,893-57.3% | $72,985-45.7% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 19.56% | 42.10%-22.5pp | 109.41%-89.9pp | 81.00%-61.4pp |
| Employer contribution / active EE | $907 | $2,594-65.0% | $3,653-75.2% | $2,440-62.8% |
| Participant deferral / active EE | $2,733 | $3,128-12.7% | $4,236-35.5% | $3,607-24.3% |
| Admin fee / account holder | $5,748 | $4,251+35.2% | $5,794-0.8% | $5,124+12.2% |