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 | $34,938 | $58,208-40.0% | $81,812-57.3% | $80,856-56.8% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 13.67% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $961 | $2,340-59.0% | $2,912-67.0% | $2,755-65.1% |
| Participant deferral / active EE | $3,452 | $3,281+5.2% | $4,319-20.1% | $4,296-19.6% |
| Admin fee / account holder | $1,687 | $4,981-66.1% | $7,386-77.2% | $6,918-75.6% |