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 | $40,036 | $53,127-24.6% | $86,590-53.8% | $70,131-42.9% |
| Participation rate | 82.4% | 65.3%+17.1pp | 73.5%+8.9pp | 69.5%+12.9pp |
| Annual return | 14.03% | 27.66%-13.6pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,872 | $2,068-9.5% | $2,839-34.1% | $2,342-20.1% |
| Participant deferral / active EE | $2,128 | $2,696-21.1% | $3,609-41.0% | $3,332-36.1% |
| Admin fee / account holder | $431 | $3,585-88.0% | $4,906-91.2% | $4,645-90.7% |