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 | $42,337 | $109,413-61.3% | $156,263-72.9% | $84,808-50.1% |
| Participation rate | 72.5% | 72.7%-0.2pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 13.73% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,345 | $2,907-53.7% | $4,333-69.0% | $2,631-48.9% |
| Participant deferral / active EE | $2,407 | $4,590-47.6% | $6,158-60.9% | $4,212-42.8% |
| Admin fee / account holder | $698 | $9,357-92.5% | $14,255-95.1% | $7,344-90.5% |