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 | $46,777 | $95,803-51.2% | $113,168-58.7% | $84,808-44.8% |
| Participation rate | 83.1% | 72.9%+10.2pp | 76.6%+6.5pp | 68.3%+14.8pp |
| Annual return | 0.00% | 25.00%-25.0pp | 24.27%-24.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,334 | $2,360-43.5% | $2,975-55.1% | $2,631-49.3% |
| Participant deferral / active EE | $2,538 | $4,242-40.2% | $5,107-50.3% | $4,212-39.7% |
| Admin fee / account holder | $2,158 | $8,989-76.0% | $12,068-82.1% | $7,344-70.6% |