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 | $51,717 | $35,183+47.0% | $73,545-29.7% | $70,131-26.3% |
| Participation rate | 71.1% | 42.9%+28.1pp | 54.9%+16.1pp | 69.5%+1.5pp |
| Annual return | 14.33% | 26.90%-12.6pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $238 | $709-66.5% | $1,219-80.5% | $2,342-89.9% |
| Participant deferral / active EE | $2,644 | $1,220+116.7% | $1,806+46.4% | $3,332-20.7% |
| Admin fee / account holder | $1,660 | $2,302-27.9% | $2,320-28.5% | $4,645-64.3% |