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 | $43,059 | $57,065-24.5% | $75,670-43.1% | $70,131-38.6% |
| Participation rate | 85.7% | 68.1%+17.6pp | 72.3%+13.4pp | 69.5%+16.2pp |
| Annual return | 13.44% | 23.57%-10.1pp | 27.34%-13.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $621 | $1,817-65.8% | $2,352-73.6% | $2,342-73.5% |
| Participant deferral / active EE | $1,635 | $2,580-36.6% | $3,142-48.0% | $3,332-50.9% |
| Admin fee / account holder | $2,106 | $3,825-44.9% | $5,800-63.7% | $4,645-54.7% |