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 | $43,402 | $63,861-32.0% | $104,607-58.5% | $79,858-45.7% |
| Participation rate | 81.6% | 64.9%+16.7pp | 74.1%+7.5pp | 69.6%+11.9pp |
| Annual return | 15.18% | 21.30%-6.1pp | 340.46%-325.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $458 | $1,588-71.2% | $2,681-82.9% | $2,471-81.5% |
| Participant deferral / active EE | $2,150 | $2,693-20.2% | $3,740-42.5% | $3,740-42.5% |
| Admin fee / account holder | $2,070 | $4,185-50.5% | $6,473-68.0% | $5,306-61.0% |