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 | $61,429 | $67,411-8.9% | $91,001-32.5% | $70,131-12.4% |
| Participation rate | 83.5% | 71.4%+12.2pp | 75.6%+7.9pp | 69.5%+14.0pp |
| Annual return | 17.91% | -40.16%+58.1pp | 4.60%+13.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $385 | $1,786-78.5% | $2,456-84.3% | $2,342-83.6% |
| Participant deferral / active EE | $2,322 | $2,823-17.7% | $3,547-34.5% | $3,332-30.3% |
| Admin fee / account holder | $1,130 | $4,236-73.3% | $5,417-79.1% | $4,645-75.7% |