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 | $19,971 | $45,035-55.7% | $62,995-68.3% | $70,131-71.5% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 18.79% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $504 | $2,051-75.4% | $2,759-81.7% | $2,342-78.5% |
| Participant deferral / active EE | $2,880 | $2,465+16.9% | $3,329-13.5% | $3,332-13.6% |
| Admin fee / account holder | $1,228 | $2,834-56.7% | $3,600-65.9% | $4,645-73.6% |