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 | $83,219 | $56,110+48.3% | $94,993-12.4% | $70,131+18.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 13.48% | 51.02%-37.5pp | 27.12%-13.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,000 | $1,442-30.7% | $2,603-61.6% | $2,342-57.3% |
| Participant deferral / active EE | $1,319 | $2,391-44.9% | $3,317-60.2% | $3,332-60.4% |
| Admin fee / account holder | $2,134 | $3,456-38.3% | $4,960-57.0% | $4,645-54.1% |