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 | $20,709 | $84,695-75.5% | $73,843-72.0% | $125,391-83.5% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.40% | 3123.53%-3123.1pp | 2267.84%-2267.4pp | 282.22%-281.8pp |
| Employer contribution / active EE | $925 | $3,123-70.4% | $2,787-66.8% | $4,866-81.0% |
| Participant deferral / active EE | $818 | $3,992-79.5% | $3,583-77.2% | $5,352-84.7% |
| Admin fee / account holder | $348 | $5,691-93.9% | $4,880-92.9% | $9,540-96.3% |