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 | $51,325 | $73,933-30.6% | $96,683-46.9% | $75,163-31.7% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 22.15% | 26.70%-4.6pp | 35.69%-13.5pp | 160.62%-138.5pp |
| Employer contribution / active EE | $3,294 | $2,928+12.5% | $3,737-11.8% | $2,670+23.4% |
| Participant deferral / active EE | $1,531 | $3,659-58.1% | $4,878-68.6% | $4,125-62.9% |
| Admin fee / account holder | $12,308 | $5,216+136.0% | $6,730+82.9% | $5,651+117.8% |