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 | $30,684 | $52,279-41.3% | $89,391-65.7% | $79,858-61.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 14.76% | 22.16%-7.4pp | 245.62%-230.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $453 | $1,572-71.2% | $2,586-82.5% | $2,471-81.7% |
| Participant deferral / active EE | $995 | $2,740-63.7% | $3,890-74.4% | $3,740-73.4% |
| Admin fee / account holder | $846 | $3,356-74.8% | $4,881-82.7% | $5,306-84.1% |