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 | $51,985 | $65,041-20.1% | $90,951-42.8% | $79,858-34.9% |
| Participation rate | 83.0% | 61.6%+21.4pp | 69.0%+14.0pp | 69.6%+13.3pp |
| Annual return | 14.86% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $527 | $1,247-57.7% | $2,122-75.1% | $2,471-78.7% |
| Participant deferral / active EE | $3,883 | $2,512+54.6% | $3,373+15.1% | $3,740+3.8% |
| Admin fee / account holder | $2,877 | $4,536-36.6% | $5,959-51.7% | $5,306-45.8% |