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 | $42,398 | $95,803-55.7% | $113,168-62.5% | $84,808-50.0% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 68.3%+15.8pp |
| Annual return | 12.28% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,223 | $2,360-48.2% | $2,975-58.9% | $2,631-53.5% |
| Participant deferral / active EE | $2,600 | $4,242-38.7% | $5,107-49.1% | $4,212-38.3% |
| Admin fee / account holder | $4,595 | $8,989-48.9% | $12,068-61.9% | $7,344-37.4% |