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 | $25,777 | $95,416-73.0% | $185,823-86.1% | $85,850-70.0% |
| Participation rate | 82.9% | 68.8%+14.1pp | 81.7%+1.2pp | 69.3%+13.5pp |
| Annual return | 16.45% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,072 | $3,314-67.7% | $5,167-79.3% | $2,565-58.2% |
| Participant deferral / active EE | $2,107 | $3,423-38.5% | $5,568-62.2% | $3,952-46.7% |
| Admin fee / account holder | $2,292 | $7,213-68.2% | $16,237-85.9% | $6,260-63.4% |