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 | $40,524 | $48,795-17.0% | $65,493-38.1% | $84,808-52.2% |
| Participation rate | 88.2% | 67.0%+21.3pp | 73.1%+15.1pp | 68.3%+19.9pp |
| Annual return | 12.59% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $865 | $1,930-55.2% | $2,574-66.4% | $2,631-67.1% |
| Participant deferral / active EE | $2,264 | $2,928-22.7% | $3,961-42.9% | $4,212-46.3% |
| Admin fee / account holder | $444 | $3,877-88.5% | $5,028-91.2% | $7,344-94.0% |