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 | $37,070 | $73,787-49.8% | $98,716-62.4% | $82,448-55.0% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.3%+10.4pp | 68.1%+11.6pp |
| Annual return | 22.24% | 18.57%+3.7pp | 31.81%-9.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $541 | $1,511-64.2% | $2,279-76.3% | $2,551-78.8% |
| Participant deferral / active EE | $4,212 | $3,081+36.7% | $4,048+4.1% | $4,139+1.8% |
| Admin fee / account holder | $2,406 | $6,500-63.0% | $8,703-72.4% | $7,234-66.7% |