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 | $20,239 | $54,762-63.0% | $90,281-77.6% | $72,985-72.3% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 20.04% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $797 | $2,092-61.9% | $2,854-72.1% | $2,440-67.3% |
| Participant deferral / active EE | $1,455 | $2,887-49.6% | $3,885-62.6% | $3,607-59.7% |
| Admin fee / account holder | $3,879 | $3,972-2.3% | $5,351-27.5% | $5,124-24.3% |