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 3-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 | $35,683 | $54,705-34.8% | $71,209-49.9% | $84,808-57.9% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.1pp | 68.3%+7.5pp |
| Annual return | 17.21% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $769 | $2,158-64.4% | $2,721-71.7% | $2,631-70.8% |
| Participant deferral / active EE | $2,476 | $3,030-18.3% | $4,175-40.7% | $4,212-41.2% |
| Admin fee / account holder | $4,008 | $4,863-17.6% | $5,349-25.1% | $7,344-45.4% |