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 | $26,490 | $54,229-51.2% | $70,092-62.2% | $68,494-61.3% |
| Participation rate | 98.5% | 64.5%+34.0pp | 70.5%+28.1pp | 67.9%+30.6pp |
| Annual return | 33.77% | -13.87%+47.6pp | 190.73%-157.0pp | -7.84%+41.6pp |
| Employer contribution / active EE | $1,370 | $2,018-32.1% | $2,559-46.5% | $2,596-47.2% |
| Participant deferral / active EE | $1,072 | $2,956-63.7% | $3,849-72.1% | $4,027-73.4% |
| Admin fee / account holder | $732 | $4,694-84.4% | $6,267-88.3% | $5,403-86.4% |