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 | $44,852 | $48,364-7.3% | $71,796-37.5% | $62,891-28.7% |
| Participation rate | 81.2% | 60.6%+20.5pp | 69.1%+12.0pp | 69.3%+11.9pp |
| Annual return | 7.72% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $919 | $1,042-11.8% | $1,924-52.2% | $2,281-59.7% |
| Participant deferral / active EE | $2,333 | $2,091+11.5% | $2,794-16.5% | $3,203-27.2% |
| Admin fee / account holder | $5,383 | $3,771+42.7% | $4,815+11.8% | $4,296+25.3% |