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 | $26,695 | $43,075-38.0% | $74,583-64.2% | $62,891-57.6% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.1%+17.1pp | 69.3%+15.9pp |
| Annual return | 10.26% | 17.50%-7.2pp | 20.47%-10.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $213 | $1,498-85.8% | $2,525-91.6% | $2,281-90.7% |
| Participant deferral / active EE | $1,392 | $2,389-41.7% | $3,458-59.7% | $3,203-56.5% |
| Admin fee / account holder | $1,446 | $2,840-49.1% | $4,138-65.1% | $4,296-66.3% |