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 | $43,438 | $91,552-52.6% | $133,956-67.6% | $79,858-45.6% |
| Participation rate | 84.1% | 73.3%+10.7pp | 79.8%+4.3pp | 69.6%+14.5pp |
| Annual return | 16.11% | 61.85%-45.7pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $745 | $2,384-68.7% | $3,919-81.0% | $2,471-69.8% |
| Participant deferral / active EE | $2,702 | $3,733-27.6% | $5,048-46.5% | $3,740-27.8% |
| Admin fee / account holder | $943 | $6,321-85.1% | $8,927-89.4% | $5,306-82.2% |