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 | $40,985 | $48,795-16.0% | $65,493-37.4% | $84,808-51.7% |
| Participation rate | 79.7% | 67.0%+12.7pp | 73.1%+6.6pp | 68.3%+11.3pp |
| Annual return | 16.09% | 20.20%-4.1pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,236 | $1,930+67.7% | $2,574+25.7% | $2,631+23.0% |
| Participant deferral / active EE | $3,003 | $2,928+2.5% | $3,961-24.2% | $4,212-28.7% |
| Admin fee / account holder | $4,625 | $3,877+19.3% | $5,028-8.0% | $7,344-37.0% |