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 | $40,216 | $45,035-10.7% | $62,995-36.2% | $70,131-42.7% |
| Participation rate | 91.9% | 69.5%+22.3pp | 74.8%+17.1pp | 69.5%+22.3pp |
| Annual return | 12.44% | 18.76%-6.3pp | 87.57%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,332 | $2,465+35.2% | $3,329+0.1% | $3,3320% |
| Admin fee / account holder | $5,185 | $2,834+82.9% | $3,600+44.0% | $4,645+11.6% |