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 | $72,461 | $109,413-33.8% | $156,263-53.6% | $84,808-14.6% |
| Participation rate | 80.9% | 72.7%+8.2pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 16.88% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $841 | $2,907-71.1% | $4,333-80.6% | $2,631-68.0% |
| Participant deferral / active EE | $3,141 | $4,590-31.6% | $6,158-49.0% | $4,212-25.4% |
| Admin fee / account holder | $827 | $9,357-91.2% | $14,255-94.2% | $7,344-88.7% |