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 | $35,540 | $56,110-36.7% | $94,993-62.6% | $70,131-49.3% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.9%+3.0pp | 69.5%+7.4pp |
| Annual return | 21.64% | 51.02%-29.4pp | 27.12%-5.5pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,201 | $2,391-8.0% | $3,317-33.7% | $3,332-33.9% |
| Admin fee / account holder | $654 | $3,456-81.1% | $4,960-86.8% | $4,645-85.9% |