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 | $24,970 | $58,828-57.6% | $77,999-68.0% | $62,891-60.3% |
| Participation rate | 79.6% | 71.1%+8.5pp | 75.5%+4.1pp | 69.3%+10.3pp |
| Annual return | 7.37% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,153 | $1,672-31.0% | $2,470-53.3% | $2,281-49.4% |
| Participant deferral / active EE | $2,010 | $2,686-25.1% | $3,497-42.5% | $3,203-37.2% |
| Admin fee / account holder | $3,094 | $4,393-29.6% | $5,480-43.6% | $4,296-28.0% |