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 | $43,804 | $48,795-10.2% | $65,493-33.1% | $84,808-48.3% |
| Participation rate | 81.1% | 67.0%+14.1pp | 73.1%+8.0pp | 68.3%+12.8pp |
| Annual return | 19.56% | 20.20%-0.6pp | 982.45%-962.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $646 | $1,930-66.5% | $2,574-74.9% | $2,631-75.4% |
| Participant deferral / active EE | $4,890 | $2,928+67.0% | $3,961+23.5% | $4,212+16.1% |
| Admin fee / account holder | $3,114 | $3,877-19.7% | $5,028-38.1% | $7,344-57.6% |