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 | $33,832 | $72,492-53.3% | $87,100-61.2% | $72,985-53.6% |
| Participation rate | 86.9% | 72.8%+14.1pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 19.96% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $656 | $1,894-65.3% | $2,521-74.0% | $2,440-73.1% |
| Participant deferral / active EE | $2,963 | $3,270-9.4% | $4,049-26.8% | $3,607-17.9% |
| Admin fee / account holder | $4,889 | $5,055-3.3% | $7,497-34.8% | $5,124-4.6% |