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 | $52,585 | $78,705-33.2% | $117,854-55.4% | $70,131-25.0% |
| Participation rate | 85.1% | 73.2%+11.9pp | 79.7%+5.4pp | 69.5%+15.6pp |
| Annual return | 15.76% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $563 | $2,223-74.7% | $3,786-85.1% | $2,342-75.9% |
| Participant deferral / active EE | $2,587 | $3,297-21.5% | $4,482-42.3% | $3,332-22.4% |
| Admin fee / account holder | $1,388 | $5,065-72.6% | $8,020-82.7% | $4,645-70.1% |