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 | $39,319 | $42,383-7.2% | $76,523-48.6% | $64,186-38.7% |
| Participation rate | 83.1% | 58.1%+25.0pp | 68.0%+15.1pp | 69.6%+13.5pp |
| Annual return | 18.01% | -16.54%+34.5pp | -0.27%+18.3pp | 7.63%+10.4pp |
| Employer contribution / active EE | $1,240 | $1,563-20.7% | $2,647-53.1% | $2,381-47.9% |
| Participant deferral / active EE | $1,400 | $2,566-45.5% | $3,835-63.5% | $3,470-59.7% |
| Admin fee / account holder | $758 | $3,198-76.3% | $4,848-84.4% | $4,888-84.5% |