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 | $43,181 | $78,422-44.9% | $95,952-55.0% | $79,858-45.9% |
| Participation rate | 89.6% | 73.5%+16.1pp | 77.1%+12.5pp | 69.6%+20.0pp |
| Annual return | 12.02% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,749 | $1,945-10.1% | $2,541-31.2% | $2,471-29.2% |
| Participant deferral / active EE | $2,651 | $3,440-22.9% | $4,167-36.4% | $3,740-29.1% |
| Admin fee / account holder | $2,073 | $5,622-63.1% | $6,795-69.5% | $5,306-60.9% |