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 | $45,934 | $72,277-36.4% | $101,248-54.6% | $79,858-42.5% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $944 | $2,692-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,483 | $3,282-54.8% | $4,370-66.1% | $3,740-60.3% |
| Admin fee / account holder | $1,430 | $4,400-67.5% | $5,945-75.9% | $5,306-73.0% |