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 | $47,833 | $84,233-43.2% | $170,442-71.9% | $70,131-31.8% |
| Participation rate | 98.8% | 70.8%+28.0pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 12.51% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,408 | $3,387-58.4% | $5,433-74.1% | $2,342-39.9% |
| Participant deferral / active EE | $2,595 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $1,306 | $5,698-77.1% | $13,880-90.6% | $4,645-71.9% |