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 | $43,012 | $67,411-36.2% | $91,001-52.7% | $70,131-38.7% |
| Participation rate | 81.3% | 71.4%+9.9pp | 75.6%+5.6pp | 69.5%+11.7pp |
| Annual return | 16.79% | -40.16%+57.0pp | 4.60%+12.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $930 | $1,786-47.9% | $2,456-62.1% | $2,342-60.3% |
| Participant deferral / active EE | $2,475 | $2,823-12.3% | $3,547-30.2% | $3,332-25.7% |
| Admin fee / account holder | $2,291 | $4,236-45.9% | $5,417-57.7% | $4,645-50.7% |