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 | $38,482 | $48,795-21.1% | $65,493-41.2% | $84,808-54.6% |
| Participation rate | 71.2% | 67.0%+4.2pp | 73.1%-1.9pp | 68.3%+2.9pp |
| Annual return | 17.02% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $915 | $1,930-52.6% | $2,574-64.5% | $2,631-65.2% |
| Participant deferral / active EE | $2,739 | $2,928-6.5% | $3,961-30.9% | $4,212-35.0% |
| Admin fee / account holder | $2,921 | $3,877-24.7% | $5,028-41.9% | $7,344-60.2% |