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 | $52,765 | $62,672-15.8% | $185,117-71.5% | $70,131-24.8% |
| Participation rate | 72.7% | 63.8%+8.9pp | 77.3%-4.5pp | 69.5%+3.2pp |
| Annual return | 18.12% | 40.79%-22.7pp | 40.50%-22.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $452 | $1,753-74.2% | $4,182-89.2% | $2,342-80.7% |
| Participant deferral / active EE | $2,836 | $3,272-13.3% | $5,045-43.8% | $3,332-14.9% |
| Admin fee / account holder | $1,702 | $3,932-56.7% | $8,159-79.1% | $4,645-63.4% |