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 | $50,591 | $67,411-25.0% | $91,001-44.4% | $70,131-27.9% |
| Participation rate | 93.0% | 71.4%+21.7pp | 75.6%+17.4pp | 69.5%+23.5pp |
| Annual return | 15.22% | -40.16%+55.4pp | 4.60%+10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,425 | $1,786-20.2% | $2,456-42.0% | $2,342-39.2% |
| Participant deferral / active EE | $2,721 | $2,823-3.6% | $3,547-23.3% | $3,332-18.3% |
| Admin fee / account holder | $3,387 | $4,236-20.0% | $5,417-37.5% | $4,645-27.1% |