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 | $50,956 | $58,828-13.4% | $77,999-34.7% | $62,891-19.0% |
| Participation rate | 82.4% | 71.1%+11.3pp | 75.5%+6.8pp | 69.3%+13.0pp |
| Annual return | 7.86% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $320 | $1,672-80.9% | $2,470-87.1% | $2,281-86.0% |
| Participant deferral / active EE | $1,818 | $2,686-32.3% | $3,497-48.0% | $3,203-43.3% |
| Admin fee / account holder | $1,332 | $4,393-69.7% | $5,480-75.7% | $4,296-69.0% |