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 | $32,220 | $78,422-58.9% | $95,952-66.4% | $79,858-59.7% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 19.58% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $784 | $1,945-59.7% | $2,541-69.1% | $2,471-68.3% |
| Participant deferral / active EE | $2,426 | $3,440-29.5% | $4,167-41.8% | $3,740-35.1% |
| Admin fee / account holder | $1,296 | $5,622-77.0% | $6,795-80.9% | $5,306-75.6% |