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 | $35,870 | $59,839-40.1% | $81,983-56.2% | $79,858-55.1% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.2%+28.6pp | 69.6%+28.2pp |
| Annual return | 13.61% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,004 | $1,713-41.4% | $2,498-59.8% | $2,471-59.3% |
| Participant deferral / active EE | $1,978 | $2,695-26.6% | $3,722-46.9% | $3,740-47.1% |
| Admin fee / account holder | $2,200 | $4,287-48.7% | $5,664-61.1% | $5,306-58.5% |