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 | $58,664 | $65,041-9.8% | $90,951-35.5% | $79,858-26.5% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 17.30% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,050 | $1,247+64.4% | $2,122-3.4% | $2,471-17.0% |
| Participant deferral / active EE | $1,892 | $2,512-24.7% | $3,373-43.9% | $3,740-49.4% |
| Admin fee / account holder | $2,474 | $4,536-45.5% | $5,959-58.5% | $5,306-53.4% |