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 | $32,085 | $49,177-34.8% | $79,464-59.6% | $64,186-50.0% |
| Participation rate | 87.7% | 65.0%+22.6pp | 73.3%+14.3pp | 69.6%+18.1pp |
| Annual return | 6.20% | -1.16%+7.4pp | 718.14%-711.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,075 | $2,076-48.2% | $2,800-61.6% | $2,381-54.8% |
| Participant deferral / active EE | $1,494 | $2,821-47.0% | $3,704-59.7% | $3,470-56.9% |
| Admin fee / account holder | $1,385 | $3,839-63.9% | $5,113-72.9% | $4,888-71.7% |