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 | $39,724 | $54,705-27.4% | $71,209-44.2% | $84,808-53.2% |
| Participation rate | 82.1% | 64.1%+18.1pp | 73.8%+8.4pp | 68.3%+13.8pp |
| Annual return | 27.13% | 35.90%-8.8pp | 282.51%-255.4pp | 40.90%-13.8pp |
| Employer contribution / active EE | $601 | $2,158-72.2% | $2,721-77.9% | $2,631-77.2% |
| Participant deferral / active EE | $1,942 | $3,030-35.9% | $4,175-53.5% | $4,212-53.9% |
| Admin fee / account holder | $1,178 | $4,863-75.8% | $5,349-78.0% | $7,344-84.0% |