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 | $39,002 | $46,869-16.8% | $122,332-68.1% | $70,131-44.4% |
| Participation rate | 74.0% | 58.2%+15.8pp | 71.6%+2.4pp | 69.5%+4.5pp |
| Annual return | 13.47% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,035 | $1,288-19.6% | $4,050-74.4% | $2,342-55.8% |
| Participant deferral / active EE | $1,809 | $2,166-16.5% | $3,287-45.0% | $3,332-45.7% |
| Admin fee / account holder | $1,938 | $3,322-41.7% | $5,478-64.6% | $4,645-58.3% |