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 | $22,886 | $99,652-77.0% | $78,778-70.9% | $147,584-84.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 15.47% | 47.28%-31.8pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $330 | $2,796-88.2% | $1,986-83.4% | $4,876-93.2% |
| Participant deferral / active EE | $2,610 | $3,664-28.8% | $2,958-11.8% | $5,439-52.0% |
| Admin fee / account holder | $1,856 | $7,155-74.1% | $5,134-63.9% | $10,885-83.0% |