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 | $21,513 | $58,208-63.0% | $81,812-73.7% | $80,856-73.4% |
| Participation rate | 70.4% | 63.4%+7.0pp | 72.3%-2.0pp | 67.6%+2.7pp |
| Annual return | 12.45% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $950 | $2,340-59.4% | $2,912-67.4% | $2,755-65.5% |
| Participant deferral / active EE | $815 | $3,281-75.1% | $4,319-81.1% | $4,296-81.0% |
| Admin fee / account holder | $3,004 | $4,981-39.7% | $7,386-59.3% | $6,918-56.6% |