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 | $41,654 | $68,719-39.4% | $91,541-54.5% | $84,808-50.9% |
| Participation rate | 93.0% | 64.5%+28.5pp | 69.8%+23.2pp | 68.3%+24.7pp |
| Annual return | 13.82% | 19.12%-5.3pp | 20.50%-6.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $687 | $1,920-64.2% | $2,505-72.6% | $2,631-73.9% |
| Participant deferral / active EE | $2,911 | $3,136-7.2% | $4,008-27.4% | $4,212-30.9% |
| Admin fee / account holder | $3,783 | $5,786-34.6% | $6,956-45.6% | $7,344-48.5% |