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 | $39,667 | $54,705-27.5% | $71,209-44.3% | $84,808-53.2% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 20.38% | 35.90%-15.5pp | 282.51%-262.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,201 | $2,158-44.4% | $2,721-55.9% | $2,631-54.4% |
| Participant deferral / active EE | $2,063 | $3,030-31.9% | $4,175-50.6% | $4,212-51.0% |
| Admin fee / account holder | $1,218 | $4,863-74.9% | $5,349-77.2% | $7,344-83.4% |