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 | $44,725 | $54,705-18.2% | $71,209-37.2% | $84,808-47.3% |
| Participation rate | 72.9% | 64.1%+8.8pp | 73.8%-0.9pp | 68.3%+4.6pp |
| Annual return | 14.21% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,016 | $2,158-52.9% | $2,721-62.7% | $2,631-61.4% |
| Participant deferral / active EE | $2,008 | $3,030-33.7% | $4,175-51.9% | $4,212-52.3% |
| Admin fee / account holder | $2,243 | $4,863-53.9% | $5,349-58.1% | $7,344-69.5% |