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 | $54,784 | $58,828-6.9% | $77,999-29.8% | $62,891-12.9% |
| Participation rate | 92.3% | 71.1%+21.2pp | 75.5%+16.8pp | 69.3%+23.0pp |
| Annual return | 7.91% | 17.16%-9.2pp | 425.96%-418.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,077 | $1,672-35.6% | $2,470-56.4% | $2,281-52.8% |
| Participant deferral / active EE | $1,155 | $2,686-57.0% | $3,497-67.0% | $3,203-63.9% |
| Admin fee / account holder | $3,468 | $4,393-21.1% | $5,480-36.7% | $4,296-19.3% |