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 | $42,914 | $76,552-43.9% | $123,892-65.4% | $62,891-31.8% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,505 | $2,883-47.8% | $4,617-67.4% | $2,281-34.0% |
| Participant deferral / active EE | $2,826 | $4,840-41.6% | $5,984-52.8% | $3,203-11.8% |
| Admin fee / account holder | $1,002 | $4,826-79.2% | $8,357-88.0% | $4,296-76.7% |