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 | $22,921 | $51,638-55.6% | $68,368-66.5% | $82,448-72.2% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 16.61% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $556 | $2,047-72.9% | $2,649-79.0% | $2,551-78.2% |
| Participant deferral / active EE | $1,669 | $2,914-42.7% | $4,123-59.5% | $4,139-59.7% |
| Admin fee / account holder | $1,521 | $4,643-67.2% | $5,150-70.5% | $7,234-79.0% |