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 | $44,026 | $48,795-9.8% | $65,493-32.8% | $84,808-48.1% |
| Participation rate | 92.5% | 67.0%+25.5pp | 73.1%+19.4pp | 68.3%+24.2pp |
| Annual return | 18.07% | 20.20%-2.1pp | 982.45%-964.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,573 | $1,930+33.4% | $2,5740% | $2,631-2.2% |
| Participant deferral / active EE | $2,670 | $2,928-8.8% | $3,961-32.6% | $4,212-36.6% |
| Admin fee / account holder | $1,913 | $3,877-50.7% | $5,028-61.9% | $7,344-73.9% |