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 | $52,841 | $71,050-25.6% | $93,606-43.5% | $80,856-34.6% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 15.26% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $399 | $1,564-74.5% | $2,420-83.5% | $2,755-85.5% |
| Participant deferral / active EE | $1,349 | $4,034-66.6% | $4,411-69.4% | $4,296-68.6% |
| Admin fee / account holder | $1,572 | $6,945-77.4% | $8,285-81.0% | $6,918-77.3% |