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 | $46,472 | $78,705-41.0% | $117,854-60.6% | $70,131-33.7% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.3pp | 69.5%+14.4pp |
| Annual return | 14.65% | 23.30%-8.7pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $767 | $2,223-65.5% | $3,786-79.7% | $2,342-67.3% |
| Participant deferral / active EE | $1,777 | $3,297-46.1% | $4,482-60.3% | $3,332-46.7% |
| Admin fee / account holder | $1,322 | $5,065-73.9% | $8,020-83.5% | $4,645-71.5% |