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 | $43,986 | $62,573-29.7% | $85,682-48.7% | $85,850-48.8% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.9%+1.9pp | 69.3%+2.5pp |
| Annual return | 14.85% | 23.77%-8.9pp | 21.49%-6.6pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,280 | $1,757-27.1% | $2,618-51.1% | $2,565-50.1% |
| Participant deferral / active EE | $4,350 | $2,802+55.2% | $3,923+10.9% | $3,952+10.1% |
| Admin fee / account holder | $1,489 | $4,640-67.9% | $6,873-78.3% | $6,260-76.2% |