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 | $62,038 | $63,703-2.6% | $93,063-33.3% | $82,448-24.8% |
| Participation rate | 95.7% | 63.8%+31.8pp | 72.1%+23.5pp | 68.1%+27.6pp |
| Annual return | 19.35% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,634 | $1,729-5.5% | $2,476-34.0% | $2,551-35.9% |
| Participant deferral / active EE | $3,633 | $2,919+24.4% | $3,958-8.2% | $4,139-12.2% |
| Admin fee / account holder | $4,771 | $5,982-20.2% | $6,033-20.9% | $7,234-34.0% |