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 | $38,969 | $54,762-28.8% | $90,281-56.8% | $72,985-46.6% |
| Participation rate | 86.7% | 65.1%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 20.87% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,031 | $2,092-50.7% | $2,854-63.9% | $2,440-57.7% |
| Participant deferral / active EE | $2,011 | $2,887-30.3% | $3,885-48.2% | $3,607-44.3% |
| Admin fee / account holder | $1,073 | $3,972-73.0% | $5,351-79.9% | $5,124-79.1% |