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 | $39,630 | $72,404-45.3% | $110,238-64.1% | $64,186-38.3% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.7pp | 69.6%+16.9pp |
| Annual return | 11.54% | -6.29%+17.8pp | 314.74%-303.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,212 | $2,282-46.9% | $3,826-68.3% | $2,381-49.1% |
| Participant deferral / active EE | $2,171 | $3,469-37.4% | $4,672-53.5% | $3,470-37.4% |
| Admin fee / account holder | $18,287 | $5,664+222.8% | $8,547+113.9% | $4,888+274.1% |