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 | $25,775 | $67,411-61.8% | $91,001-71.7% | $70,131-63.2% |
| Participation rate | 86.8% | 71.4%+15.5pp | 75.6%+11.2pp | 69.5%+17.3pp |
| Annual return | 18.42% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $912 | $1,786-48.9% | $2,456-62.9% | $2,342-61.1% |
| Participant deferral / active EE | $1,986 | $2,823-29.6% | $3,547-44.0% | $3,332-40.4% |
| Admin fee / account holder | $1,636 | $4,236-61.4% | $5,417-69.8% | $4,645-64.8% |