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 | $38,030 | $55,706-31.7% | $75,886-49.9% | $72,985-47.9% |
| Participation rate | 71.1% | 61.1%+9.9pp | 69.3%+1.8pp | 69.5%+1.6pp |
| Annual return | 19.10% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $419 | $1,687-75.2% | $2,500-83.3% | $2,440-82.8% |
| Participant deferral / active EE | $1,791 | $2,634-32.0% | $3,603-50.3% | $3,607-50.4% |
| Admin fee / account holder | $1,638 | $3,978-58.8% | $5,418-69.8% | $5,124-68.0% |