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 | $40,929 | $85,766-52.3% | $136,294-70.0% | $70,131-41.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 16.54% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $558 | $2,966-81.2% | $4,695-88.1% | $2,342-76.2% |
| Participant deferral / active EE | $2,956 | $5,051-41.5% | $6,247-52.7% | $3,332-11.3% |
| Admin fee / account holder | $2,621 | $5,420-51.6% | $9,243-71.6% | $4,645-43.6% |